Sample Reports

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.


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