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  • Video Demonstrations and Data Schedule

    Tutorials
    The tutorials provide a quick and easy way to receive training on many common features of the Toolkits. An hour-long introduction video is also available.
    Webinars
    The monthly Toolkit webinar will review different sections of the Toolkit to help users maximize their productivity.
    January 31, 2012 Data Update Schedule (subject to change)
     
     
     

     

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  • User Guides, Glossary and FAQs

    User Guides
    fi360 Fiduciary Score® Methodology
    Investment Profile Guide
    Fund Fact Sheet Guide
    fi360 Toolkit Quick Start Guide
    fi360 Toolkit Highlights
    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.

     

  • Frequently Requested Documentation

    FINRA Reviewed Reports
    View the FINRA reviewed reports and response letters.
    Other Documentation
    Historical fi360 Fiduciary Score Results
    Benchmark Indexes
    My Clients Data Questionnaires
      Individual Investor
      Personal Trust
      Foundation/Endowment
      Ret. Plan Participant Directed
      Ret. Plan Committee Directed

     
 
   
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