Overview
Enables advisors to instantly resolve home office questions via a continuously enriched knowledge base.
by TIFIN Group LLC · Boulder, CO
Enables advisors to instantly resolve home office questions via a continuously enriched knowledge base.
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.