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 (including Client Status filtering)
- Holdings Changes and Downloads
- Tracking Holdings History
- Fund Statuses & Actions
- Investment Policies
- Peer Groups in Violation of Investment Policy/IPS Alignment Warnings
Batch Reports and Global Actions
Report Samples and Custom Report Options
Investment Workflows
Investment Screener (for investment research)
Models
Data Integration
- Available Data Integration Providers
- How To Request Integrations With A Provider (Fiduciary Focus Toolkit™)
- IMPORTANT DETAILS ABOUT INTEGRATIONS - including Timelines, Fund Changes, Recordkeeper Changes, and Advisory Firm Changes
- How To Link OR Import New Integration Feeds (and how to UNLINK a feed)
- Zero Balance Holdings
- Sync Rules
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
- June 2022 Release Notes
- December Release Notes
- October 2021 Release Notes
- August 2021 Release Notes
- July 2021 Release Notes
- June 2021 Release Notes