The Fiduciary Focus Toolkit supports multiple report sections* that display the LPL 12-PT Score. As well as being individually outlined below, you will find a full sample report with these sections attached.
*You can view the full list of available report sections within the Report Samples article located in the full Fiduciary Focus Toolkit knowledge base.
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State of Affairs
The State of Affairs offers a high-level overview of the plan including the funds currently on Watch and Asset Allocation. -
Executive Summary
Similar to the Executive Summary available in FiRMPlus, the Executive Summary highlights the score history of the entire fund lineup. Please note that the time periods are opposite of the FiRMPlus section, with the most recent quarter appearing on the far right of the table. -
Scorecard
The Scorecard breaks down the individual data points within the 12pt scoring system. There are many options for customization within the Report Template Editor, but the default settings are pictured below. -
Investment Snapshot
The Investment Snapshot is an overview of a fund's performance, score, and expenses. -
General Factsheet
The General Factsheet provides a comprehensive yet concise overview of an individual fund. This section can be configured to also include the LPL 12pt Score in the upper right-hand corner as pictured below.