Available Tutorials

• My Clients
1. Creating, editing, copying and deleting clients
2. Basic information and client data periods
3. Investment policy statements
4. Asset allocation
5. Holdings
6. Fees and expenses
7. Reports
• My Proposals
1. Creating a new proposal
2. Steps 1 and 2 - Selecting the current and proposed lineups
3. Step 3 - Mapping lineups
4. Customizing and generating the proposal report
• My Models
1. Building a global model
2. Using the Asset Allocation Optimizer
3. Using global models in the Toolkit
• My Lists
1. Creating a custom universe
• Investment Analyzer
1. Conducting research
2. Using the search results page
• Watch List Management
1. Creating custom due diligence criteria
2. Assigning and reviewing watch list decisions
3. Making a manual watch list decision in the fi360 Toolkit
4. Reviewing the watch list summary section of the fi360 Toolkit
5. Watch list reporting
• FAQs
1. Working with color schemes
2. Creating a custom holding
3. Creating a Batch Report

Selected Tutorials

Creating, editing, copying and deleting clients

The 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.