Articles in this section

See more

Dashboards, Action Icons, and Templates for Importing Data

  • Updated

This article is designed to illustrate the navigational dashboards, as well as the action icons you will see within the Fiduciary Focus Toolkit™. 

Management Dashboard  - mceclip1.png

The Management Dashboard (upper right corner of the screen) houses the Internal Help Desk, Report Download, Application Management, 'My Profile', and Lock Screen/Sign Out icons.  Within your Fiduciary Focus Toolkit™, the Help Desk and Application Management will be the most relevant to your usage.

             Help Center Help_Center_icon.PNG                   Report Download mceclip0.png            Application Management AM_icon.PNG    

mceclip3.png      mceclip1.png          mceclip4.png 

     My Profile  mceclip2.png

    mceclip5.png

  

Action Icons 

Edit, Import, Export, Custom Download                     

mceclip6.png

Clear, Save, Load a Saved Search

 clearsaveload.PNG                                   

Reset Sort to Default, Delete Selected, Compare Investments/Generate Report

mceclip7.png                                            

Add to Client Accounts

 save_to_client_accounts.PNG

Archive

mceclip8.png

Action Button (3 vertical dots)

mceclip10.png 
"The Action Button" allows you to, as the name suggests, perform actions within the

software.  It is prevalent throughout the Fiduciary Focus Toolkit™.  Launch reports, add/remove

holdings, manage watch list overrides, and more!

 

Excel Import Templates (Client Holdings & Models)

Importing can be done within Models, Client Holdings, Current/Proposed Lineups in the Prospects tab, and Lists!  Don't forget about the ability to export export data across your entire Book of Business for further analysis as well.

Example Model Import File (DP).xlsx

Excel Import Template.xlsx

 

Related articles