We have new updates impacting important features within the Fiduciary Focus Toolkit including Export capabilities, the Investment Screener, and Lists. Functionality has been improved to facilitate productivity.
New Feature - Export Data
You now have the ability to export data across your entire Book of Business to an excel spreadsheet for further analysis.
- Download clients, investment data, and holdings within the Fiduciary Focus Toolkit
Use the download symbol (Client List, Client Holdings, Investment List) or the action button ⋮ (Prospects Accounts/Proposals) to download an excel file filled with client/investment data or client/prospect holdings.
Improved Feature - Investment Screener
Save time by quickly adding investments to one or more of your client accounts directly from the Investment Screener. Streamline your research process by looking over relevant data within the Investment Screener, and then immediately adding your replacement fund(s) to client holdings.
Improved Feature - Lists
You now have the ability to view and copy ticker symbols that were skipped when importing a list.