Creating a Client and Using the Analyzer - Learn how to create/manage clients and use the analyzer for investment research.
Winning New Business - Check out the Fi360 Proposal Generator - a quick and easy way to compare the Fi360 Fiduciary Score, performance metrics, and other customizable parameters for investments. Convert a potential client by showing them compelling benefits of a suggested, pre-screened investment list versus their existing portfolio.
Establishing Plan Expectations & Monitoring Funds - Learn how to make fund monitoring by establishing plan expectations & monitoring investments!
Recommended Fund Lists & Custom Criteria - Learn how to make watch list replacement actions a breeze by building a list of pre-screened funds that meet a select list of criteria and apply custom criteria to your clients!
Models - Learn everything you need to know about models in the Toolkit for Advisors (Classic)!