Overview
Analyses the advisor's clients and book of business to surface the highest-impact client actions they should focus on next.
by TIFIN Group LLC
Analyses the advisor's clients and book of business to surface the highest-impact client actions they should focus on next.
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.