Report configuration has arrived! We've created additional templates, for additional details regarding the these reports, visit our Sample Reports help article.
However, if you wish to configure your own Research/Monitoring Report (with our available sections), you can do so by completing the following excel file, and submitting it to our Client Engagement Team: support@Fi360.com
Please note, the Holdings and Watch List Summary are exclusive to Monitoring Report templates.
In order to properly fill out the excel file, please review the below grouping/sorting options available and the displayed screenshots:
| Grouping | Grouping Order |
Primary Sorting |
Secondary Sorting |
|
|
#1 |
None |
Fi360 Default |
Investment Name |
Ascending |
|
#2 |
Broad Asset Class |
Alphabetical |
Ticker Symbol |
Descending |
|
#3 |
Peer Group |
- |
Peer Group |
- |
| #4 | - |
- |
Fi360 Fiduciary Score® |
- |
| #5 | - |
- |
Fi360 Fiduciary Score® (1 Year) |
- |
| #6 | - |
- |
Fi360 Fiduciary Score® (3 Year) |
- |
| #7 | - |
- |
Fi360 Fiduciary Score® (5 Year) |
- |
| #8 | - |
- |
Fi360 Fiduciary Score® (10 Year) |
- |
Lastly, there are a few selection items that are specific to certain sections. You will be able to choose if you want to include asset values, the Fi360 Fiduciary Score®, specific Investment Factsheet pages, or what Fi360 Fiduciary Score® you want as an "X" and "Y" axis in the Scatterplot.
Fi360 Fiduciary Score® Breakdown
Grouping (None), Grouping Order (Fi360 Default), Primary Sorting (Investment Name), Secondary Sorting (Ascending):
Fi360 Fiduciary Score Summary
Grouping (Broad Asset Class), Grouping Order (Alphabetical), Primary Sorting (Peer Group), Secondary Sorting (Ascending), Scatterplot X-axis (Fi360 Fiduciary Score® 3-Yr), Scatterplot Y-axis (Fi360 Fiduciary Score® 5-Yr):
Investment Snapshot
Grouping (Peer Group), Grouping Order (Fi360 Default), Primary Sorting (Fi360 Fiduciary Score), Secondary Sorting (Descending), With Fi360 Fiduciary Score:
