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 WealthManagement.com 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.