SAMPLE REPORTS
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A variety of reports are available as output from the fi360 Toolkit. Reports are FINRA-reviewed and highly customizable. View the following report samples to see the breadth and depth of options available:
Monitoring Report
401k Plan
Defined Benefit Plan
Foundation/Endowment
Individual Investor
Personal Trust
Proposal Report
Investment Mapping Report
Allocation Mapping Report
Standard Proposal Report
Investment Policy Statement
401k Plan
Defined Benefit Plan
Foundation/Endowment
Individual Investor
Personal Trust
Investment Reports
Fund Fact Sheet
Mutual Fund Profile
Exchange-Traded Fund Profile
Separate Account Profile
Variable Annuity Sub-account Profile
Insurance Group Separate Account Profile
Watch List Management Reports
Client Watch List Summary
Investment Watch List Summary
Manual Watch List Decisions - Client Summary
Manual Watch List Decisions - Investment Summary
Other Reports
Model Portfolios Report
Fee & Expense Report
Snapshot Report
Due Diligence Breakdown Report
Investment Comparison Report
Asset Allocation Optimizer Report
PROTOTYPE Reports
The reports displayed in this section are in development. Feedback on the reports is appreciated.