Investment Analytics
Investment Analytics is coming soon. Available today: fi360 fund monitoring data in each plan's investment view, watch and remove decisions recorded with their rationale, and export of a meeting brief PDF and the fund lineup. Coming soon: consistent fund scoring, watchlist workflows, versioned IPS management, and committee reporting that ties each decision to the policy in force.
Score each fund against your IPS.
Investment Analytics is coming soon. It will check each fund against your investment policy statement and give it a status and a documented reason, so you record a watchlist decision and its reason in one step. Illustrative preview below.
Clears every IPS screen this period.
Trailing 3-yr return slipped below benchmark.
Clears every IPS screen this period.
Two straight quarters below threshold.
Features
PlanSync brings fi360 fund monitoring data into each plan's investment view, so the lineup and its monitoring data sit with the plan record.
Record a watch or remove decision on any fund, with the reason, on the plan.
Export a meeting brief PDF and the current fund lineup for the next committee meeting.
Fund scoring on one documented methodology, so a fund scores the same in each plan in your book. Versioned Investment Policy Statements that tie monitoring decisions to the policy in force. Committee reporting that combines monitoring, the IPS, and the decision log.
How you use it
Open a plan to see its fund lineup and fi360 monitoring data.
Mark a fund watch or remove and write the reason.
Export a meeting brief PDF and the lineup.
Details
What works today
The core loop runs on fi360 data today. You see monitoring data in each plan's investment view, record decisions with their rationale, and export the materials you need for the meeting.
- fi360 fund monitoring data in each plan's investment view
- Watch and remove decisions with rationale
- Meeting brief PDF and fund lineup export
Coming soon: scoring, watchlists, IPS, and reporting
We are building one documented scoring methodology so fund scores and IPS-fit metrics read the same across plans. Watchlists will flag drifting funds with a documented reason, measured against the thresholds your investment process uses. Versioned IPS management will tie each monitoring decision to the criteria in force at the time, and committee reporting will bring the watchlist, IPS, and decision log into one review.
- Fund scoring on one documented methodology
- Watchlists with a clear signal and documented reason
- Configurable IPS thresholds and screens
- Exposure across your book: how many plans hold each fund
- Versioned IPS with edit history
- Decision log linked to the IPS version active at decision time
- Committee review of watchlist, IPS, and decisions
In practice
Open the plan's investment view with the latest fi360 data, record any watch or remove decisions with the rationale, and export the meeting brief PDF for the committee.
When a fund concerns you, mark it watch or remove and write the reason. You document the decision as you make it.
When versioned IPS management ships, past monitoring decisions will stay tied to the version in force when you made them, so you can read each one in context at the next review.
FAQ
fi360 fund monitoring data in each plan's investment view, watch and remove decisions recorded with rationale, and export of a meeting brief PDF and the fund lineup.
Today, fund monitoring data comes from the fi360 integration and appears in each plan's investment view.
Fund scoring on a consistent methodology, watchlist workflows, configurable IPS thresholds, versioned IPS management, and committee-ready reporting.
Versioned IPS management is coming soon. When it ships, past monitoring decisions will stay tied to the IPS version in force when they were made.
Today, a meeting brief PDF and the fund lineup. Full committee reporting is coming soon.
Six modules share one plan record.
Investment Analytics works alone. Add other modules and they share its plan data, audit trail, and access controls.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.