The below table includes the most used Report Sections in our FirmPlus software and its best match within the Fiduciary Focus Toolkit. Please note the overall reports will not be exact replicas. Some data from FirmPlus report sections may need multiple Fiduciary Focus Toolkits to include all data, or may not have a comparable section available at this time. If there are any report sections you are not finding below, please reach out to our Support Team.
You can find more details on the reporting available to you in the Fiduciary Focus Toolkit in our Report Templates article HERE.
|
REPORT TYPE |
FIRM REPORT SECTION |
COMPARABLE TOOLKIT SECTION(S) |
NOTES |
|
INVESTMENT MONITORING |
Additional Disclosures and Benchmark Definitions |
Statement of Additional Disclosures |
|
|
INVESTMENT MONITORING |
Asset Allocation II (2017) |
Holdings Summary |
No pie chart with broad asset class % |
|
INVESTMENT MONITORING |
Cover Page |
Cover Page |
Will be some formatting differences, custom cover page available when a report theme is used. *Not as customizable in FFTK |
|
INVESTMENT MONITORING |
Evaluation Criteria (2015) |
No standalone sections included at top of Watchlist Summary or in Watch List breakdown |
If a client wants a separate standalone section, they could build a custom report section in their settings or upload a branded PDF. Works if criteria consistent across plans. Wouldn’t recommend if criteria different by plan. |
|
INVESTMENT MONITORING |
Executive Summary II (2015) |
Executive Summary (in development) |
In development now, will be deployed before 6.30.2024 and very closely replicate the FiRM section. The current closest available section would be Holdings History. |
|
INVESTMENT MONITORING |
Extended Funds Disclosure |
Statement of Additional Disclosures |
Firm section included automatically if needed within the Statement of Additional Disclosures. |
|
INVESTMENT MONITORING |
Fund Commentary (2022) |
Investment Commentary |
Does not include score history from last 8 qtrs. This history is contained in other sections such as Executive Summary/Holdings History. |
|
INVESTMENT MONITORING |
Fund Criteria (2017) |
Watch List Summary / Watch List Breakdown |
The same analysis can be gained using the following sections: |
|
INVESTMENT MONITORING |
Fund Factsheets |
Generic Investment Factsheet (in development) |
The design of the factsheet will look different from FiRM and will be capped at 1 page while FiRM has 2 pages. Some of the existing data elements will not be available: |
|
INVESTMENT MONITORING |
Performance Summary (2017) |
Investment Performance or Investment Snapshot (no Fi360 Score) or Investment Performance and Expense Summary or Standardized Performance Disclosure |
There is not an option currently to include the Custom Score as a column in Snapshot when the Fi360 Score is removed (possible plans to add this in future releases). Does not group the funds in separate tables based on active, passive, tdf, and subtotal assets in each type. All are included together within a given peer group. We only show the since inception return, inception date and gross expense ratio in the Stnd. Performance Disclosure so that would need combined with the Investment Snapshot section to best replicate. |
|
LINEUP COMPARISON |
Cover Page |
Cover Page |
Some formatting differences may be noticed, especially when custom cover page are used. |
|
LINEUP COMPARISON |
Fund Mapping |
Fund Mapping |
|
|
LINEUP COMPARISON |
Performance Summary |
No exact comparison available within Proposal Report Sections at this time |
|
|
LINEUP COMPARISON |
Plan Composite Return Analysis |
Client Performance Summary |
Format: Growth chart in FFTK. Bar chart in Firm. There is a calculation in Firm for missing fund performance: Excluded in FFTK per compliance/finra guidance. Median data is substituted in Firm. |
|
LINEUP COMPARISON |
Plan Expense Comparison |
Annual Cost Breakdown |
Format: One page per lineup in FFTK. Side by side in Firm. |
|
LINEUP COMPARISON |
Plan Expense Comparison, Plan Lineup Expenses |
Proposal Factsheet |
Proposal Report in FFTK. Proposal Factsheet includes data from muliple firm plus reports that do not have an exact match in FFTK. It includes costs, and various key stats, scores (including custom scores), assets, etc. |
|
FEE COMPARISON |
Cover Page |
Cover Page |
Will be some formatting differences, custom cover page available when a report theme is used. *Not as customizable in FFTK |
|
FEE COMPARISON |
Fee Analysis |
Annual Cost Summary |
Available within the Monitoring Report in FFTK within Plan Cost Benchmarking Template |
|
FEE COMPARISON |
Fee Detail Report |
Annual Cost Breakdown |
Available within the Monitoring Report in FFTK within Plan Cost Benchmarking Template |
|
FEE COMPARISON |
Fee Expense, Revenue Sharing Analysis |
Annual Investment Option Cost |
Available within the Monitoring Report in FFTK within Plan Cost Benchmarking Template |