Getting Started

Frequently Asked Questions

• Fi360 Benchmark Methodology
• LPL firmplus Transition
• Frequently Asked Questions
• Data Arrival Schedule
• Recordkeeper Data Import - Provider Product

Release Notes

• Release Notes - October 2021
• Custom Scoring - Category Benchmark Changes
• Release Notes - November 2017
• Investment Database Update - October 2017
• Release Notes - January 2017
• Release Notes - November 2016

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