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Sample Reports

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Below are sample reports from the Fiduciary Focus Toolkit™.  Feel free to download the PDFs and share with prospective clients as a quick and easy way to showcase the client benefits of working with you.  After you earn their business, login to your software and create our regularly updated reports for your new client.  Research Reports are available in the Investment Screener and Client Holdings. 

 

Monitoring Report - Visit our help article titled 'Monitoring Reports' for in-depth details and additional sample reports.

Proposal Report - Facilitates the comparison of a prospective portfolio/plan lineup to a proposed portfolio/plan lineup. The content and flow of the report is similar to the Monitoring Report, covering items such as asset allocation, style analysis, investment performance, expenses, investment commentary, and the Fi360 Fiduciary Score®. Utilize this report to win business with the same process you use to monitor and support existing clients.

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Costs & Services Report - Provides a high level cost overview while showing in a concise way the individual parties receiving these fees. The report then delves deeper into disclosing the various fee components and provides an analysis of each investment's fees in detail.

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Model Portfolio Report -  The Model Portfolio Report is designed to report historical or hypothetical model compositions and performance history based on the actual model portfolios entered.  This is compared to an appropriate index, peer group, and other performance-related criteria.  It also covers model asset allocation, expenses, and risk/return metrics.

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Report Templates Available

 

 

 

 

 

 

 

 

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