How to upload, organize, and remove files from your Client Vault.
Creating a Client
How to create a new client and add a new plan within Fiduciary Focus Toolkit versus the process within the FirmPlus system.
RK Data Feeds
A walkthrough of adding new provider integrations into your Fiduciary Focus Toolkit.
A walkthrough of linking provider integrated accounts into your client list after they become available for import.
Evaluation Criteria/ Watchlist triggers
A walkthrough of setting up Watchlist Triggers to evaluate holdings in a Client Account within your Fiduciary Focus Toolkit.
Watchlist Overrides
A walkthrough of setting up Watchlist Overrides to add or remove funds from the watch list manually within the Fiduciary Focus Toolkit.
Investment Policy
A walkthrough of setting up an Investment Policy Statement to monitor active accounts within your Fiduciary Focus Toolkit.
Creating Reports
A walkthrough of running the comparable reports to those available in FirmPlus. You can view more information of setting up report templates here and view available report samples here.
Batch reporting/PAM
How to run multiple reports at the same time within your Fiduciary Focus Toolkit.
Cost Profiles/Adding Fees
How to add fees into the Fiduciary Focus Toolkit and apply them to clients.
Investment Commentary
How to add Investment Commentary and Client Notes within your Fiduciary Focus Toolkit.
Fund Research
An overview of how to use the Investment Screener to search for funds within the Fiduciary Focus Toolkit.