The Fiduciary Focus Toolkit subscription levels are based on several data points:
· User Limits – The number of licensed users leveraging the Fiduciary Focus Toolkit
· Monitored Organization Clients Limit – This is calculated by counting the number of active investment policies within your Organization Client records. An active investment policy is required for ongoing investment due diligence and monitoring report production.
· Monitored Individual Clients Limit – This is calculated by counting the number of active investment policies within your Individual Client records. An active investment policy is required for ongoing investment due diligence and monitoring report production.
To view the users in your workspace provisioned for the Fiduciary Focus Toolkit, click on the gear in the top right corner and select "Workspace Users":
To view your monitored clients, navigate to the "Clients" page and click on the folder in the menu bar:
Managing Your Monitored Clients
To remove a client from the "Monitored Clients" lists associated with your subscription, the policy associated with that client must be deactivated. Deactivating an investment policy will remove the policy and associated monitoring reports, but the associated account is still available for research and proposal reporting. To deactivate a policy:
- Navigate to the client
- Click on "Investment Policies"
- Click on the three dots to the right of the active policy
- Select "Deactivate Policy"
Marking a client as "prospective" or "former" will not deactivate the policy and therefore will not remove the client from your monitored list.
Archiving a client does deactivate the policy, but the associated account is not available for research and proposal reporting. The client will also move from the "Active Clients" list to the "Archived Clients" list.