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Available Tutorials
More to be available shortly |
| Using the Proposal Generator |
| Frequently Asked Questions |
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| How to Create, Edit, Copy or Delete a Client |
This tutorial will show how to create a new client profile, copy a client profile and delete a client profile. This tutorial is most useful to those users who are just beginning to use the software.
Tutorial Length: 4 min 22 seconds | Last Updated: June 25, 2008 |
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| The Basic Information Tab |
This tutorial will cover all areas of the Basic Information tab available within a client in My Client Manager. Focus areas include; setting the client type and sub-type, adding the client address, utilizing the Saved Advisor Directory and applying load-waived A shares.
Tutorial Length: 2 min 19 seconds | Last Updated: June 25, 2008 |
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| The Asset Allocation Tab |
This tutorial will cover the two sections within the Client's Asset Allocation tab, 'Evaluate the Client's Present Asset Allocation' and 'Create an Optimized Portfolio for the Client'. For a detailed review of the Asset Allocation Optimizer including New Frontier Advisors optimization process, 'Resampled Efficiency', additional tutorials will be available soon under a new section called 'Using the Optimizer'.
Tutorial Length: 2 min 48 seconds | Last Updated: June 25, 2008 |
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| The Investment Policy Statement Tab |
This tutorial will cover all sections of the Investment Policy Statement (IPS) tab available within a client in My Client Manager. Focus areas include; choosing the right client-type, selecting the implementation and monitoring criteria, adding the asset allocation and much more.
Tutorial Length: 3 min 52 seconds | Last Updated: July 24, 2008 |
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| The Holdings Tab |
This tutorial will cover all the features and functions of the Holdings tab available within a client in My Client Manager. Focus areas include; adding/removing investments, editing watch list status, investment commentary and investment values, and lastly, the various reporting options. A more detailed tutorial on Watch List functionality is also available under the 'Managing your Watch List' section.
Tutorial Length: 3 min 32 seconds | Last Updated: August 4, 2008 |
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| The Reports Tab |
This tutorial will cover the Reports tab available within a client in My Client Manager. Focus areas include; report overviews, customization settings, creating a blended benchmark and report availability at the multiple Toolkit levels. Detailed, report specific tutorials to be available soon.
Tutorial Length: 3 min 17 seconds | Last Updated: July 24, 2008 |
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| Watch List Overview |
This tutorial will cover the high-level process used for determining the Watch List status of investments within the system. After viewing, you will understand how the various decisions from the Investment Policy Statement Watch List criteria to the Manual or Global decisions factor into an investment's Watch List status.
Tutorial Length: 3 min 59 seconds | Last Updated: June 12, 2008 |
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| Creating your own Due Diligence Criteria |
This tutorial will cover in detail the process for creating your own due diligence criteria that can then be implemented in a Client's Investment Policy Statement to help manage their Watch List.
Tutorial Length: 5 min 48 seconds | Last Updated: June 12, 2008 |
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| Assigning the Client's IPS Watch List Criteria |
This tutorial will cover in detail the process for assigning a user-created or fi360 default due diligence criteria into a Client's Investment Policy Statement. More specifically, this section will focus on how this assignment factors into the IPS Word Document, Client Holdings area and Monitoring Reports.
Tutorial Length: 3 min 01 seconds | Last Updated: June 12, 2008 |
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| Creating Manual Watch List Decisions |
This tutorial will cover in detail the process and reason for creating manual watch list decisions. More specifically, this tutorial will show you; why you might want to create a manual decision, the differences between client-specific and global decisions and lastly, how these decisions ultimately impact an investment's Watch List status within a Client.
Tutorial Length: 4 min 50 seconds | Last Updated: June 13, 2008 |
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| Overview of the Proposal Process |
This tutorial will cover from a high-level the process used to create a proposal in the system. This includes a basic overview of the implementation model section, the recommended fund list section and lastly, the client proposal generation section.
Tutorial Length: 2 min 15 seconds | Last Updated: June 12, 2008 |
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| Creating an Implementation Model |
This tutorial will cover in detail the process for creating an Implementation Model to use in your Proposals. The tutorial will cover both types of models, 401k lineup and portfolio.
Tutorial Length: 2 min 55 seconds | Last Updated: June 12, 2008 |
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| Creating a Recommended Fund List |
This tutorial will cover in detail the process for creating a Recommended Fund List to use in your Proposals. More specifically, this tutorial will cover; the multiple ways to add funds to your list, how to manage and review your list and lastly, how to change your priority order within a peer group.
Tutorial Length: 4 min 49 seconds | Last Updated: June 12, 2008 |
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| Creating the Final Proposal |
This tutorial will cover in detail the process for creating the final proposal for the client. More specifically, this tutorial will show you how to; combine an implementation model with a recommended fund list to create the proposed lineup/portfolio, make investment overrides, add section commentary and lastly, produce the final proposal report.
Tutorial Length: 3 min 14 seconds | Last Updated: June 12, 2008 |
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| What is the fi360 Fiduciary Score™? |
This tutorial will review the basics on how the fi360 Fiduciary Score is applied to a Mutual Fund or ETF, and how to interpret the score the fund receives.
Tutorial Length: 5 min 58 seconds | Last Updated: June 25, 2008 |
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| Creating a Custom Holding |
This tutorial will cover in detail the process for creating a custom holding that can then be assigned to any client within My Client Manager. Custom Holdings are used in a client's portfolio to represent securities such as stocks, bonds and money markets that are not tracked within fi360's licensed databases.
Tutorial Length: 2 min 20 seconds | Last Updated: June 25, 2008 |
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| Indicating Load-waived Client Status |
This tutorial will cover in detail the process for indicating that a Client's funds (A shares only) are 'load-waived'. This type of waiver is typical within 401k plans.
Tutorial Length: 1 min 32 seconds | Last Updated: June 25, 2008 |
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| Adding your Company Logo |
This tutorial will cover in detail the process for adding your logo to the cover page of your reports. More specifically, this tutorial will cover the typical ways the file can be uploaded and the report settings area available to define what reports you would like to have the logo appear on.
Tutorial Length: 4 min 04 seconds | Last Updated: June 25, 2008 |
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