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.


1) Watch List Triggers Tutorial

2) Integration Providers Tutorial

3) Investment Policy Templates Tutorial

4) Creating Clients and Importing Investments Tutorial

5) Set Up an Investment Policy and Monitoring Tutorial

6) Viewing and Interpreting a Monitoring Report Tutorial 

7) Benefits of Using the Investments View Tutorial

8) Managing Investment Changes Tutorial

9) Creating Proposal Reports

Have more questions? Submit a request