Below are sample reports from Fi360's new Fiduciary Focus Toolkit. Feel free to download these PDFs and share with prospective clients as a quick and easy way to showcase the benefits the client would receive by working with you. These samples are also helpful for new users of the Toolkit to get a feel for the available reports. Once you know which reports you want to use, you can then login and begin to create the reports for your clients.
Sample Reports
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