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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! 

Proposal Reports (Available within the clients tab under proposals)

Proposal Report

INVESTMENT RESEARCH REPORTS (Available in the holdings tabs of a client and the Investment Screener)

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