Fiduciary Focus Toolkit™
Help related to Fi360's Fiduciary Focus Toolkit™
Basics
Fi360 Release Notes
- 2020 May Release Notes
- 2019 November Release Notes
- 2019 October Release Notes
- 2019 August Release Notes
- 2019 July Release Notes
- 2019 May Release Notes
Client Workflow
- Auto-Populate a Proposal
- Peer Group Index Assignment
- Client Setup
- Working Within a Client
- Client Notes
- Update an Active Investment Policy Statement
Investment Policy Sections
Client Monitoring
- Batch Monitoring Reports
- Quarterly Tracking of Holdings
- Report Template Editor
- Report Template Configuration
- Edit/View/Create a Monitoring Report
- Monitoring Reports
Costs & Services
Investment Workflows
Investment Research
- Report Templates
- How To Add Proposed Investments via the Investment Screener
- Available Report Sections
- How to Research Investments in the Investment Screener
- Add to Client Holdings via the Investment Screener
- Save/Load Searches
Models
Data Integration
Data Metrics & Software Details
- Investment Universes
- FINRA Reviewed Fiduciary Focus Toolkit™ Report Sections
- End User License Agreement
- Fidelity Share Class Consolidation
- Separate Account and Variable Annuity Metrics
- Morningstar Category Assignment