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Toolkit Webinars and Tutorials
Toolkit Webinars
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!
A Webinar will occur:
- Wednesday, June 4, 2008 2:00 PM - 3:00 PM EDT
- Tuesday, June 10, 2008 11:00 AM - 12:00 PM EDT
- Thursday, June 19, 2008 3:00 PM - 4:00 PM EDT
- Wednesday, June 25, 2008 1:00 PM - 2:00 PM EDT
- Tuesday, July 1, 2008 2:00 PM - 3:00 PM EDT
Toolkit Tutorials
Fi360 has recorded the following tutorials to explain the new and improved features and functions of the toolkits. More tutorials will be added in the near future. Windows Media Player or comparable software is required. Download Windows Media Player.
- Complete Platinum Toolkit Review - The tutorial covers many aspects of the Platinum Toolkit. It is a good overview of the features, functions, and benefits of the new toolkit, and it is especially valuable to prospective users, new users, or current users who are interested in upgrading.
Approximate viewing time: 60 minutes
Please note: The file may take a few minutes to download.
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