The Fiduciary Focus Toolkit™ is a great tool to improve your fiduciary process and win new business! Every tool comes with basic instructions on how to use it. Find out the basics of operating within the Fiduciary Focus Toolkit™ below:
The Management Dashboard houses the Help Desk, Application Management, 'My Profile', and Lock Screen/Sign Out icons. In relation to your Fiduciary Focus Toolkit™, the Help Desk and Application Management will be the most important.
Help Center Application Management My Profile
Edit, Import, Export
Clear, Save, Load (Search)
Delete Selected, Compare Investments/Generate Report
Add to Client Accounts
⋮ - "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.