Fiduciary Management

Understanding the Dashboard section, differentiating between clients and prospects, average Fiduciary Wellness Score™, how to sort, filter…

Learn how to create customized question profiles 

Learn how to send a questionnaire to a prospect with new dynamic prioritization features to help you stay aligned with your prospects top…

Overview of the Plan Sponsors section once a questionnaire has been submitted and how to update plan information for future reports.

Learn how to sort, filter, and search for reports in the All Reports section.

Learn how to create/update a Fiduciary Wellness Score™ and report for a plan sponsor.

Learn how to understand and position the Fiduciary Wellness Score™ and report with prospects and clients.

Learn about the difference in roles and functionality between Firm Admin vs. Firm Users.

Understand how to use the Help Center for learning and submitting a support request.

Learn how to add a historical date to the Fiduciary Wellness Score History chart.  This is useful when adding prior scores for existing…