Add a check with the ability that accounts showing on the "Import Accounts" screen in Fiduciary Focus Toolkit have a minimum of 1 holding. We had an instance where an account with 0 holdings, 0 assets is showing as available to import, but will not import because there are no holdings. This causes a false blue Import Accounts alert.

integration with Human Interest

Add integrations with AXA Mutual Fund platform in addition to the current AXA Annuity platform integration.

Have Wells Fargo start sending Fi360 a Fidelity Recordkeeping integration file.

Add recordkeeper integration capabilities with Wells Fargo

Book Heathrow - Gatwick transfer: Heathrow to Gatwick taxi transfers or Gatwick to Heathrow taxi transfers. Comfortable transfers to or from Heathrow Airport
https://atobtransfer.com/london-uk/heathrow-gatwick-taxi-transfer/
https://www.facebook.com/transferservicebrussels/
https://twitter.com/AtoBtransfer

Add integration capabilities with Wells Fargo First Clearing

Integrate with Betterment for Business and Betterment for Advisors.

FirmPlus data to pull in participant counts on each fund in a plan. Potentially something added in the data feeds.

The ability to manually enter who a provider is (John Hancock, American Funds, etc.) on clients whose account values are manually entered into the system and not linked to a provider.

I envision assisting clients with accounts held directly at American Funds using their F-2 and 529-F-1 shares. What is the status or anticipation of the Fiduciary Focus Toolkit being able to receive data from those sources through an electronic feed?

Add custodial integration capabilities with RBC

integration with AssetMark

Add integration capabilities with Vestwell

Integrations with National Trust

Integrate First Financial Trust