Overview
Destination firm setup of technology stack from semi structured data files sourced from CRMs, Portfolio Management Systems, Billing, advisor comp, etc.
by TIFIN Group LLC
Destination firm setup of technology stack from semi structured data files sourced from CRMs, Portfolio Management Systems, Billing, advisor comp, etc.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.