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.
Get started with the Fi360 Fiduciary Focus Toolkit.
Walk through the Client Monitoring process as a whole, which includes monitoring criteria implementation, fund statuses/actions, Monitoring Report Template configuration and generation, creating client/investment notes, adding new quarterly data periods, and the Batch Reporting feature.
Win new business with the Fi360 Proposal report. Learn how to use Prospects within the Fiduciary Focus Toolkit to create this side-by-side investment comparison report.
Streamline investment research and screening. Rely on the Fi360 Fiduciary Score® or your custom set of search filters to quickly reduce the amount of investments down to a manageable short list. You can search across multiple universes to produce and review detailed investment factsheets, dynamically compare investments, and save your search criteria for an easily repeatable process.
Benchmark your investment models using an independent, client-friendly report.
Learn how to document all service provider costs and services (including revenue sharing) to provide a clear, simple illustration that your clients will understand.