Fiduciary Due Diligence. Made Easy.

Date: March 28, 2023

Time: 2:00 pm - 2:30 pm EST

‘Wow’ your clients and retain their business with the Fiduciary Focus Toolkit™.  In this webinar you’ll learn how to implement a due diligence process that empowers fiduciaries to screen and monitor funds using over 100 data points, including the renowned Fi360 Fiduciary Score®.

As a 2022 award winner for Portfolio Data Screening, this session will show you how the Toolkit can help you:

  • Remove the manual process of updating an investment lineup with data integrations
  • Monitor investment performance and custom watch list triggers
  • Deliver intuitive and visually compelling reporting your clients can easily understand
  • Take advantage of the Fi360 Fiduciary Score, a transparent and objective investment rating system that can be used as standalone screening criteria or in conjunction with other metrics.

See first-hand how the Toolkit makes it easier for you manage your client’s portfolio with the fiduciary standard of care.

*This webinar is not eligible for Continuing Education credit.

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