Fi360 holds periodic Webinars to 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. Focus areas include:
- Improved asset allocation optimization powered by New Frontier Advisors' patented Resampled Efficiency™ technique;
- Upgraded existing reports (Monitoring Report, Due Diligence Breakdown Report, Flash Report) and new reports (Fund Comparison Report and Proposal Report);
- User-defined due diligence criteria that flows through the entire investment management process from IPS to monitoring reports; and
- Advanced searching capabilities within the Investment Analyzer
If you would like to attend one of the upcoming Webinars, reserve your seat by clicking a link below. The tutorial is approximately an hour long. Be sure to reserve your seat now!
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