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  3. Client Workflow

Client Workflow

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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

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