Getting clear insight into your advisors’ operations is a tremendous challenge for compliance teams, both in precision and time, especially in the retirement plan space. Fi360 is dedicated to empowering organizations like yours with actionable data that increases efficiency while easing compliance challenges.
Here are a few simple tips to navigate through the Business Intelligence Application:
The bottom of your screen highlights the tabs available within your Business Intelligence application (DASHBOARD, PLANS, INVESTMENTS, RECORDKEEPERS, ADVISORS, TRENDS, etc.) and their applicable "drill" sections. Please note, additional tabs can be created for your firm. By clicking on a tab, you will navigate to that section of your application.
When on a specific tab, you can highlight an advisor, plan, or investment by clicking on said metric:
When on the PLANS, INVESTMENTS, RECORDKEEPERS, OR ADVISOR tab, you can right-click, and "drill"-through to review additional details:
A few other tips to help you efficiently review your data in the Business Intelligence application:
- The bending arrow in the top right hand corner of each page will remove all filters.
- "Alerts" can be set up for your Business Intelligence application to highlight specific metrics you filter on. This is set-up upon client request.