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  • Video Demonstrations

    Tutorials
    The tutorials provide a quick and easy way to receive training on many common features of the Toolkits.
    Webinars
    The Webinars demonstrate the new and improved features and functions of the Platinum Toolkit. Many of the topics covered also apply to the Gold and Silver Toolkits.

     

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  • Text Glossary and FAQs

    Glossary of Terms
    View a list of terms that are available throughout the entire fi360 site and reports.
    Detailed FAQs
    Navigate through a thorough list of frequently asked questions. Questions are segmented by each tool in the fi360 website.

     

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  • Frequently Requested Documentation

    FINRA Reviewed Reports
    View the FINRA reviewed reports and response letters.
    Other Documentation
    Fiduciary Score™ Methodology
    Benchmark Indexes
    My Client Manager Data Questionairres
    - Individual Investor
    - Personal Trust
    - Foundation/Endowment
    - Ret. Plan Participant Directed
    - Ret. Plan Committee Directed

     
 
   
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