Fiduciary Focus Toolkit™
Help related to Fi360's Fiduciary Focus Toolkit™
Application Management (where you can tailor a feature's default settings)
- Dashboards, Action Icons, and Templates for Importing Data
- How to Create Blended Benchmarks
- Creating and Editing a Custom Cost Profile
- Cover Sheet Customization
- Creating Custom Investments (Individual & Mass Upload)
- Peer Group Index Assignment
Clients
Investment Policies
Monitoring
- Monitoring Report Samples (also see Report Samples and Custom Report Options)
- Generate Reports
- Edit/View/Create a Monitoring Report
- Quarterly Tracking of Holdings
- Fund Statuses & Actions
- Watch list Overview
Proposals
Costs & Services
Batch Reports and Global Actions
Report Samples and Custom Report Options
Investment Workflows
Investment Screener (for investment research)
- OWL Analytics ESG Score Details
- How to Research Investments in the Investment Screener
- Data Points for Investment Research
- Save/Load Searches
- 401k Platform Availability Lists
- Add to Client Holdings via the Investment Screener
Models
Data Integration
Data Metrics & Software Details
- Investment Data Updates
- Capital Market Assumptions
- Expense Ratio Information
- Investment Universes
- Separate Account and Variable Annuity Metrics
- Fi360 Data Source
Fi360 Fiduciary Score®
Fi360 Release Notes
- October 2021 Release Notes
- August 2021 Release Notes
- July 2021 Release Notes
- June 2021 Release Notes
- May 2021 Release Notes
- April 30 Morningstar Peer Group/Benchmark Changes