Using FinaMetrica with the fi360 Toolkits
User Level: Advanced
Description: This webinar will review the FinaMetrica risk profiling system and how you can use it in conjunction with your Toolkit subscription.
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fi360 Toolkit Basics
User Level: Beginner
Description: This webinar will cover core functions and features of the fi360 Toolkits. We'll look at the searching and screening functions in the Investment Analyzer, building client profiles in My Clients, creating a proposal in My Proposals and other helpful features in the fi360 Toolkits.
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Importing data into the fi360 Toolkits
User Level: Beginner
Description: We will review different ways to quickly add and update data using the import features in this webinar. The new Morningstar® Principia® data import will be reviewed, along with ways to maximize your productivity with the Excel import features.
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Working with the new Proposal Generator
User Level: Beginner
Description: This webinar will review the new Proposal Generation process. You will learn the different ways to build a Proposal Report including the various report customizations that are now available.
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Using the fi360 Toolkits to Manage your Watch List
User Level: Intermediate
Description: The tutorial review the Tools you can use to manage your watch list in the fi360 Toolkits. We will review the custom due diligence creation process, the watch list decision review process, and other steps you can take to efficiently manage client watch lists.
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Fee and Expense Reporting options in the fi360 Toolkits
User Level: Intermediate
Description: This webinar will focus on the new fee and expense reporting area in the Toolkit. Learn how to integrate this area into your practice and provide due diligence reporting to your clients on their fees and expenses. The webinar will cover:
1. Where to find fee and expense information for your client.
2. How to enter the information into the fi360 Toolkits.
3. We will also review the new Fee and Expense report.
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Getting Started with the fi360 Toolkits
User Level: Beginner
Description: This webinar will review areas in the Toolkit that will make new users more productive. If you are a new user, or would like to ensure that you are maximizing your use of the Toolkits, plan to join us. We will review:
1. Adding advisor information to the Toolkit.
2. Adding Lists, Models, and Due Diligence Criteria.
3. Adding your first Client to the Toolkit.
4. And More.
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Using the Investment Analyzer
User Level: Beginner to Intermediate
Description: This archived webinar will cover basic functions of the Investment Analyzer. It will review:
1. Searching and screening for investment options in the Analyzer.
2. Creating a saved search.
3. Utilizing your custom due diligence criteria in the Analyzer.
4. Utilizing a Custom Fund Universe in the analyzer.
5. Reporting options in the Investment Analyzer.
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Windows Media Player or comparable software required. |
