Overview
Performs all material reconciliation and report collection for advisor review—including valuation updates, report generation, meeting notes, action items, and open task facilitation.
by TIFIN Group LLC
Performs all material reconciliation and report collection for advisor review—including valuation updates, report generation, meeting notes, action items, and open task facilitation.
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.