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Report Samples

  • Updated

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)

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