Fiduciary Focus Toolkit™

Basics

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

Fi360 Release Notes

• February 2019 Release Notes and Upcoming Releases
• December 2018 Release Notes & Upcoming Releases
• November 2018 Release Notes
• September 2018 Release Notes
• August 2018 Release Notes
• June 2018 Release Notes

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Client Workflow

• 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
• Watch list Overview
• Meeting Minutes
• Generate Reports
• Cover Sheet Customization

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

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

Data Metrics & Software Details

• Fidelity Share Class Consolidation
• Separate Account and Variable Annuity Metrics
• Morningstar Category Assignment
• Expense Ratio Information
• Investment Data Updates
• Fi360 Data Source

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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?