The Fiduciary Focus Toolkit brings together current technology and advisor feedback to provide a more structured and efficient way to follow prudent fiduciary practices.
Register for a live webinar to see how the Fiduciary Focus Toolkit can help you scale your practice with a prudent investment process.
A more expanded webinar series is coming soon.
Below are links to several video tutorials that walk you through how to operate within the Fiduciary Focus Toolkit. Watch all of them or learn a specific feature/function that will help you win new business using the Fiduciary Focus Toolkit.
- Getting Started Tutorial
- Configuring your own Watch List Triggers
- Integration Providers
- Investment Policy Templates
- Creating an Investment Policy Statement
- Monitoring Report Tutorial
- Conducting Firm-wide Investment Due Diligence
- Managing Investment Changes
- Revising an Investment Policy
- Creating Proposal Reports
- Research with the Investment Screener
- Creating a Model Factsheet
- Creating a Cost Report