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Tutorials |
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Please select a tutorial from the options on the left. Once selected, click the "Launch Tutorial" button to watch. More tutorials to be added shortly. |
Available Tutorials
Selected TutorialsCreating, editing, copying and deleting clientsThe My Clients section is the central repository of client information in the fi360 Toolkit. From this section, users can create investment policy statements, evaluate client asset allocations, enter fees and investment and create client reports. |
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