Fiduciary Focus Toolkit™

Getting Started

• Mastering the Fiduciary Focus Toolkit Webinar Series
• Getting to Know Your Fiduciary Focus Toolkit
• Start Here: Introduction to the Fiduciary Focus Toolkit
• Quick Start Guide: Manually Adding Data and Generating Your First Report
• Editing within an Account
• Importing Holdings

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Data Integration

• Getting Started with Data Integrations
• Available Data Integration Providers
• Next Steps: Once Your Integration is Approved
• Importing Holdings Using the User Provided Excel (UPX)
• Linking Integrations
• Data Integration FAQs

FirmPlus to Fiduciary Focus Toolkit Migration

• Fiduciary Focus Toolkit Preview Demo
• FirmPlus and FFTK Comparison
• FiRMPlus to Fiduciary Focus Toolkit Terminology
• Migration FAQs
• Report Section Parity
• New Fiduciary Focus Toolkit User How To Videos

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Client Workflow

• 'Book of Business' Feature
• Manage Investments Across Entire Book of Business
• Fund Statuses & Actions
• Searching for Replacement Funds
• Tracking Holdings History
• Peer Group Index Assignment

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Investment Policies

• Investment Policy Templates
• Investment Policies
• Peer Groups in Violation of Investment Policy/IPS Alignment Warnings

Generating Reports

• Batch Monitoring Reports
• Getting Started with Reporting
• Morningstar Category Assignment
• Meeting Minutes
• Report Samples
• Generating Reports FAQs

Report Customization

• Customize Report Themes and Branding
• Image Library for Report Themes
• How to Create a Custom Report Template
• Report Section Configuration
• Cover Sheet Customization
• Creating Custom Report Sections

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Investment Screener

• Apply a Custom Score (Apply Trigger) in the Investment Screener
• Custom Score in Screener
• OWL Analytics ESG Score Details
• How to Use the Investment Screener
• Data Points for Investment Research and Morningstar Definitions
• 401k Platform Availability Lists

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Account & Investments Costs

• Creating and Editing a Custom Cost Profile
• Cost Reports and Revenue Sharing
• Creating a Cost Profile
• Plan Cost Benchmarking

The Proposal Process

• Transitioning from Prospects Tab to Upgraded Proposals Feature
• PROPOSALS: How to Create a Proposal for a Client

Custom Investments & Watch List Triggers

• Covered Funds List (CFL)
• Creating Custom Investments (Individual & Mass Upload)
• How to Create Custom Watch List Triggers

Vault

• Automated Email Notifications
• Client Portal
• Utilizing the Vault

Enterprise Scoring

• Enterprise Scoring Report Sections

Models

• SEC Rule - Fees in Portfolio Performance
• Models 101
• Creating and Editing Models
• Peer Group/Blended Benchmarks

Data Metrics & Software Details

• Prospectus benchmark related statistics may be affected for 6/30/25 data due to new SEC Rule
• Investment Data Updates
• Capital Market Assumptions
• Expense Ratio Information
• Investment Universes
• Separate Account and Variable Annuity Metrics

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Workflow Automation (Webhooks)

• Monitoring Report webhook integration with Perseptiv
• Fiduciary Focus Toolkit Webhook Utility
• Event Data: Proposal Reports
• Event Data: Research Reports
• Automation via Webhook Setup Guide: Send Client Emails with Microsoft Outlook and Microsoft Power Automate
• Event Data: Monitoring Reports

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Fi360 Fiduciary Score®

• Learn More about the Fi360 Fiduciary Score®
• Removal of Stable Value Fi360 Scores and Addition of Stable Value Factsheets FAQ’s
• Fi360 Fiduciary Score® Methodology
• Investments Without an Fi360 Fiduciary Score®
• Top Quartile Report

Fi360 Release Notes

• June 2025 Release Notes
• March 2025 Release Notes
• November 2024 Release Notes
• June 2024 Release Notes
• Quarterly Data Processing Completed
• April 2024 Release Notes - Fiduciary Focus Toolkit

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Product Development

• Fiduciary Focus Toolkit Evolution
• Provide Feedback

Hidden Articles

• How to Review and Approve Your Quarterly PRS Report