The Fiduciary Focus Toolkit brings together current technology and advisor feedback to provide a more structured and efficient way to follow prudent fiduciary practices. Click HERE for a general overview.
Register for our live, daily training webinars to learn how to operate within the Fiduciary Focus Toolkit for specific scenarios, in detail!
- Monday: Creating Clients and Establishing Plan Expectations
- Tuesday: Investment Analysis, Screening and Monitoring
- Wednesday: Winning New Business and Models Generation
- Thursday: Creating Clients and Establishing Plan Expectations
- Friday: LIVE Q&A
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.
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.