Video Tutorials

Below are links to several 3 to 6 minute video tutorials that walk you through how to do certain things within the Fiduciary Focus Toolkit.  If you are new to the software, you can go through them all in order to help you get up and running with the software.  Otherwise you can watch just the tutorial(s) you feel will be most beneficial to you.

 

 Getting Started Tutorial

 

1) Configuring your own Watch List Triggers

2) Integration Providers

3) Investment Policy Templates

4) Creating an Investment Policy Statement

5) Monitoring Report Tutorial 

6) Conducting Firm-wide Investment Due Diligence

7) Managing Investment Changes

8) Revising an Investment Policy

9) Creating Proposal Reports

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