Fiduciary Focus Toolkit™
Help related to Fi360's Fiduciary Focus Toolkit™
Basics
- Getting Started Guide (Fiduciary Focus Toolkit™)
- Fiduciary Focus Toolkit™ Guide
- Webinars & Video Tutorials
- Acclimating to the Fiduciary Focus Toolkit from the Toolkit for Advisors
- Capital Market Assumptions
- Sample Reports
Fi360 Release Notes
- April 30 Morningstar Peer Group/Benchmark Changes
- April 2021 - Stable Value Factsheets Release Notes
- 2021 January Release Notes
- 2020 November Release Notes
- 2020 August Release Notes
- 2020 July Release Notes
Client Workflow
- Auto-Populate a Proposal
- Peer Group Index Assignment
- Client Setup & Dashboard
- Working Within a Client
- Client Notes
- Update an Active Investment Policy Statement
Investment Policy Sections
Client Monitoring
- Batch Monitoring Reports
- Mass Apply Fund Actions
- Mass Apply New Watch List Triggers
- Plan Cost Benchmarking
- Fund Statuses & Actions
- Quarterly Tracking of Holdings
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