This quarter’s software release brings together many exciting enhancements to the Fiduciary Focus Toolkit™. At the forefront is the ability to record meeting minutes and document investment research and notes, a key part of a prudent investment process. These notes are stored in the software and can also be presented to clients, reducing liability and making advisory teams more efficient. Further, the notes help users of the software complete Practice 1.2.3, Practice 3.3.2, and Practice 4.2.3 from Fi360’s Prudent Practices for Investment Advisors handbook.
Many of the enhancements detailed below are the result of direct feedback from you. It is important to us that we build a solution that has a clear positive impact on how you do business, which is why we carefully consider the ideas and suggestions you have submitted to us. If you have additional feedback on the functionality of our software or features that would be helpful to your business, we encourage you to post your ideas at http://fi360.uservoice.com. We are confident you will find these additions and enhancements to the Fiduciary Focus Toolkit valuable to the efficient growth of your business and the implementation of your prudent fiduciary processes.
For a complete summary of new features please see the Second-quarter-release-notes-May2017!
Sample Reports from this release are below!