What Is a Financial Portfolio Review

What Is a Portfolio Review?

The Fi360 Toolkit for Advisors is a web-based investment software solution that provides the analytical, management and reporting features needed to manage and document prudent wealth management process – one of the cornerstone tenets of fiduciary duty.

Read more: Financial Planning Process

I use fi360’s Fiduciary Focus Toolkit Proposal Report™ to compare your current holding to a portfolio developed from your risk tolerance. The review can Include all of your accounts: 401(k), IRA, 403(b), annuities, brokerage accounts, mutual funds, stocks, bonds.

  • Executive Summary — Overview of the proposal, our firm, and the services we offer
  • Holdings Summary — present the allocation of your proposed and current investments
  • Style Analysis — by U.S. equity, international equity, and fixed income
  • Portfolio Performance Analysis — compare the performance of your current and
    proposed investments
  • Fee Analysis— current vs. proposed
  • Risk Tolerance Report 
  • Closing comments and items for your consideration

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