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)
- Investment Policy Templates
Client Workflow
- Creating a Client
- Holdings Changes and Downloads
- Fund Statuses & Actions
- Investment Policies
- Revenue Sharing
- Client Notes
Monitoring
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
- Zero Balance Holdings
- Investment Data Updates
- Capital Market Assumptions
- Expense Ratio Information
- Investment Universes
- Separate Account and Variable Annuity Metrics
Fi360 Fiduciary Score®
Fi360 Release Notes
- December Release Notes
- October 2021 Release Notes
- August 2021 Release Notes
- July 2021 Release Notes
- June 2021 Release Notes
- May 2021 Release Notes