Integrating Perseptiv and the Fi360 Fiduciary Focus Toolkit™ requires the report automation add-on (if not already activated) within Fi360. If your current Fi360 subscription doesn't include this add-on you'll need to upgrade your subscription first to use the integration. Follow the steps below.
Upgrading Your Fi360 Subscription
Complete steps 1-3 to purchase the report automation add-on (if not already activated) and then add the Perseptiv Endpoint.
1. The billing user logs into Fi360 and clicks the gear icon in the top right corner.
2. Click on the subscription tab and then click to modify the Toolkit subscription.
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3. Toggle on the "Webhook" add-on and then click NEXT. It will show a quick pro-rate screen with the $ amount to charge today as it will pro-rate based on your next billing date. Accept that and it will be activated
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