Workflow Automation (Webhooks)

FirmPlus to Fiduciary Focus Toolkit Migration

Application Management (where you can tailor a feature's default settings)

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Client Workflow

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Batch Reports and Global Actions

Report Samples and Custom Report Options

Investment Workflows

Investment Screener (for investment research)


Data Integration

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Data Metrics & Software Details

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Fi360 Fiduciary Score®

Fi360 Release Notes

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Product Development