CUSTOM REPORT SERVICES
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Custom Report Services are a solution for asset management firms to outsource report design and leverage the fi360 Fiduciary Score® to showcase their fund offerings. We work with each client to design a template report that fulfills their unique needs. Each quarter, fund data is integrated into the report and delivered to the client so that it can be printed or distributed to advisor clients electronically.
Custom Reports
Custom Reports showcase the best funds and emphasize the strength of underlying aspects of their investment management process by utilizing the fi360 Fiduciary Score. The Score provides a quantitatively-based fiduciary evaluation of a selected investment. It enables an easy comparison of investments and quickly identifies funds that merit further qualitative research. The market is cluttered with commoditized data. The fi360 Fiduciary Score is different - an analysis through the fiduciary lens.
Custom Reports are tailored to meet each client's needs, including choice of reporting sections and custom disclosures. They also reinforce your firm's brand by mirroring the layout, color scheme, logo and more of other marketing pieces; fitting seamlessly into marketing and sales campaigns.
Once your template report is created in tandem with the fi360 team, there is little to no additional work required from your staff. Final print-ready and FINRA-compliant reports are sent via email each quarter.