As you begin to explore the Fiduciary Focus Toolkit, you may notice that the terminology used does not always lineup in the expected way. Below is a chart of most used terms in FiRM and how they compare to those in the Toolkit. If the terminology you are hoping to find is not included below, please reach out to our Support Team at Fi360Support@Broadridge.com.
| Term in FiRM | Term in Fiduciary Focus Toolkit |
| Plan | Account |
| Company | Client |
| Evaluation Criteria | Watchlist Triggers |
| Fees | Cost Profiles |
| Additional Lineups | Proposals |
| Fund Search | Investment Screener |
| Quickload | +New Holdings |
| Plan List | Client List |
| Fund Management | Investments Tab |
| Plan Advice Manager | Batch Reporting |
| Do Not Score | Watch List Overrides |
| Category Indexes | Peer Group Index Assignment |
New Terminology
As you begin to explore the Fiduciary Focus Toolkit, you may notice some terminology that is completely new to you. Below is a list of new terms and definitions for your reference. If the terminology you are hoping to find is not included below, please reach out to our Support Team at Fi360Support@Broadridge.com.
Client Type: Clients can be created as Organizational (a company or group) or Individual (Wealth or Solo 401(k). This label directly ties into your subscription limits and the types of Sub-Accounts available for your client monitoring. The reporting capacities are the same regardless of the type of client, however the client type will determine the account subtype you are able to select, which does have a cascade effect on the accuracy of the data and consequently the reports compiled with that data. It is in the clients' and advisors' best interest to select the correct client type.