Client Workflow
Learn how to set up and operate within a client.
- Getting Started with Fi360's 'Book of Business' Feature
- Transitioning from Prospects Tab to Upgraded Proposals Feature
- Import Holdings to a Client or Proposal Account from a PDF
- 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
- Cost Reports and Revenue Sharing
- Client Notes
- Creating a Cost Profile
- Generating Monitoring Reports or Research Reports Within a Client
- Meeting Minutes
- Plan Cost Benchmarking
- PROPOSALS: How to Create a Proposal for a Client
- How to Archive Clients/ How to Recover Archived Clients and Accounts
- Report Samples