Monitoring Reports With Fi360 Fiduciary Score (Available in the Monitoring Reports tab within a client or Batch Monitoring Reports)
Standard - Most common sections and grouping for advisors using the Fi360 Score.
- Cover Page
- Table of Contents
- State of Affairs
- Standardized Performance Disclosure
- Market Performance Overview
- Holdings Summary
- Holdings History
- Style Summary
- Fi360 Fiduciary Score® Summary and Scatterplot
- Investment Snapshot
- Fi360 Fiduciary Score® Breakdown
- Annual Investment Options Costs
- Client Notes (If applicable)
- Investment Descriptions
- Statement of Additional Disclosures
Condensed - Minimum amount of sections, using the ideal grouping levels, so it takes up the least amount of pages while still including the crucial elements of a Monitoring Report.
- Cover Page
- Table of Contents
- State of Affairs
- Standardized Performance Disclosure
- Holdings Summary
- Fi360 Fiduciary Score® Breakdown
- Statement of Additional Disclosures
Comprehensive – The default report plus the 3rd page of the factsheet for each fund. Ideal for more detail orientated clients that want to review each fund in detail.
- Cover Page
- Table of Contents
- State of Affairs
- Holdings History
- Annual Cost Summary
- Standardized Performance Disclosure
- Market Performance Overview
- Holdings Summary
- Style Summary
- Style Details
- IPS Allocation Alignment
- Watch List Summary
- Watch List Breakdown
- Annual Investment Options Costs
- Investment Snapshot
- Investment Performance
- Fi360 Fiduciary Score® Summary and Scatterplot
- Fi360 Fiduciary Score® Breakdown
- Investment Factsheet (Page 3 Only)
- Client Notes (if applicable)
- Investment Descriptions
- Statement of Additional Disclosures
Plan Cost Benchmarking- This report is used to benchmark your total plan costs against plans with similar assets and average account balance.
- Cover Page
- Table of Contents
- State of Affairs
- Annual Cost Summary
- Annual Cost Breakdown
- Annual Investment Option Costs
Monitoring Reports Without Fi360 Fiduciary Score® (Available in the Monitoring Reports tab within a client or Batch Monitoring Reports)
No Score – Unique combination of sections and settings so that only the advisor’s custom Score (watch list trigger) is included.
- Cover Page
- State of Affairs
- Holdings History
- Standardized Performance Disclosure
- Market Performance Overview
- Holdings Summary
- Watch List Summary
- Watch List Breakdown
- Style Summary
- Annual Investments Options Cost
- Investment Performance
- Investment Descriptions
- Client Notes (if applicable)
- Statement of Additional Disclosures
If you wish to configure your own Monitoring Report (alter grouping/sorting or section order, please visit our Custom Report Template help article to learn how!
Investment Research Reports (Available in the holdings tabs of a client and the Investment Screener)
- Fi360 Fiduciary Score® Breakdown - Download Sample
- Fi360 Fiduciary Score® Breakdown (Condensed) - Download Sample
- Fi360 Fiduciary Score® Summary - Download Sample
- Fi360 Fiduciary Score® Summary (Condensed w/ 1yr Avg) - Download Sample
- Full Research Report (All Sections) - Download Sample
- Investment Comparisons - Download Sample
- Investment Evaluation (Breakdown and Trending Factsheet - Download Sample
- Investment Evaluation (Fi360 Score Comprehensive Analysis) - Download Sample
- Investment Evaluation (No Fi360 Score) - Download Sample
- Investment Factsheets - Download Sample
- Investment Factsheets (Page 3 only) - Download Sample
- Investment Performance - Download Sample
- Investment Snapshot - Download Sample
- Share Class Comparison - Download Sample