Fi360 has integrations with many industry partners to import client account holdings. Up until now, there was only one way to do that in the Fiduciary Focus Toolkit™. Now, you can request integrations within client accounts to expedite the process. Part of what makes the Fiduciary Focus Toolkit special, is the ability to streamline workflow. With this improved integration request, single plans/accounts can be added in seconds. This efficiency helps to foster a seamless user-friendly experience with integration requests.
In order to request integrations within a client account, click the import account button on the client home screen:
Next, select the 'Find a single plan/account' option. This will allow you to look up the plan/account by entering a valid ID and last month-end asset value. If Fi360 already has this data, you will be able to retrieve the holdings.
We also now offer ‘Sync Rules’ with integrations. Set rules to include or exclude investments from your integrated client account. Rules are applied when the monthly data sync takes place. These two types of rules will allow you to override the incoming data file. You can add an investment that is not present in the feed or you can remove an investment from the feed that does not belong. These rules will persist until you remove them. This adds flexibility in how you automate your software.
In order to access ‘Sync Rules’, you can click on the action button (three vertical dots on the right hand side of your client account; you should see your holdings) and then choose ‘Edit'. From here, you will see an orange ‘Set Sync Rules’ button. Please note, if you already have rules in place, the button will be labeled as 'Edit Sync Rules'.
After selecting ‘Set Sync Rules’, you will then be able to add your investment(s) that you wish to include/exclude funds from the feed. To do this, begin typing in the name, ticker, or CUSIP in the search box, and click on the appropriate investment from the drop-down list. Once you’ve selected the desired investment, click on the orange plus (+) box. You will then be given the option to either include or exclude that particular investment.
The investment(s) that you select will populate below along with the corresponding sync rule that you’ve chosen.
Once you’ve completed this process, click on the save button in the bottom right corner of your screen. These rules will be reflected until you delete/change them in 'Sync Rules'.