We are excited to continue raising the level of professionalism in the space with the next generation of your toolkit software solution, the Fiduciary Focus Toolkit™. Leveraging input from current users, our development team designed and built an improved tool focused on efficient workflows, modern interfaces, and interactive reporting that will help you scale your practice with fiduciary processes.
The Fiduciary Focus Toolkit brings together current technology and advisor feedback to provide a more structured and efficient way to follow prudent fiduciary practices. This Helpdesk article is intended for Toolkit for Advisors subscribers that have migrated to the Fiduciary Focus Toolkit and are getting acclimated to the workflows in the new software.
Below are links to several video tutorials that walk you through the location of a workflow in the Toolkit for Advisors and then show you how to complete the same workflow 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.