Videos & Tutorials

401k Pre Retirement Solution

401k Pre Retirement Solution

Learn how to help your clients towards their retirement goals, while they are still working!

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Strategy PLUS™

Strategy PLUS™

TPFG Introduces Strategy PLUS™, a new flagship investment platform.

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Advisor Portal Overview

Advisor Portal Overview

In this video, learn how to use and navigate the Advisor Portal.

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Client Portal Overview

Client Portal Overview

In this video, explore the Client Portal and learn how to use it.

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Portfolio Audit

Portfolio Audit

In this video, discover how you can audit your portfolios.

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Report and Queries

Report and Queries

In this video, learn how to run and understand Report and Queries.

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