Fiduciary Focus Toolkit™

Basics

• Getting Started Guide (Fiduciary Focus Toolkit™)
• Fiduciary Focus Toolkit™ Guide
• Webinars & Video Tutorials
• Sample Reports
• Provide Feedback

Fi360 Release Notes

• 2019 July Release Notes
• 2019 May Release Notes
• 2019 March Release Notes
• 2019 February Release Notes
• 2018 December Release Notes
• 2018 November Release Notes

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Client Workflow

• Peer Group Index Assignment
• Client Setup
• Working Within a Client
• Client Notes
• Update an Active Investment Policy Statement
• Create a Proposal for a Prospect

Investment Policy Sections

• Investment Policy Template
• Selecting Asset Allocation
• Watch List Triggers
• Put Your Investment Policy Template into Place

Client Monitoring

• Edit/View/Create a Monitoring Report
• Monitoring Reports
• Report Template Configuration
• Meeting Minutes
• Watch list Overview
• Generate Reports

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Costs & Services

• Costs & Services 101
• Revenue Sharing
• Creating a Cost Profile
• Creating a Cost Report

Investment Workflows

• Manage Investments Across Entire Book of Business
• Investment Changes - Shortlists
• Custom Investments
• Investment Notes
• Watch List Overrides

Investment Research

• Report Templates
• How to Research Investments in the Investment Screener
• Add to Client Holdings via the Investment Screener
• Save/Load Searches
• 401k Platform Availability Lists
• Available Search Filters

Models

• Models 101
• Peer Group/Blended Benchmarks

Data Integration

• User Provided Excel
• Data Integration Provider Status
• Add an Integration Provider (Fiduciary Focus Toolkit™)
• Importing Client Accounts from an Integration Provider

Data Metrics & Software Details

• FINRA Reviewed Fiduciary Focus Toolkit™ Report Sections
• End User License Agreement
• Fidelity Share Class Consolidation
• Separate Account and Variable Annuity Metrics
• Morningstar Category Assignment
• Expense Ratio Information

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Fi360 Fiduciary Score®

• Fi360 Fiduciary Score® Methodology
• Investments Without an Fi360 Fiduciary Score®
• Top Quartile Report

Information for Current Toolkit for Advisors Subscribers

• Why would I use the Fiduciary Focus Toolkit instead of the Toolkit for Advisors?
• What else do I need to know?