FirmPlus receives quarterly fund data for different investment types throughout the quarter. The tables below depict those investment types and the expected date the investment will be available within FirmPlus.
Note: Expected Publish Dates are subject to change and may not be met depending on the timing of delivery to Fi360 and the quality assurance process.
Q1 2026 (Data as of 3/31)
| Data Feed | Expected Publish Date* | Data Status |
| Morningstar Baseline Data Load (MF & ETF) And Any Other Available Products (CIT, GRPA, etc.) | April 20th, 2026 | Published |
| UBS Quarterly Market Review (QMR) | April 20th, 2026 | Published |
| Remaining CIT, GRPA, SA, & 3rd Party Data Feeds (See table below for current 3rd Party Data Feeds) | Every Thursday Thereafter Baseline Load Until May 3rd | Published |
Q2 2026 (Data as of 6/30)
| Data Feed | Expected Publish Date* | Data Status |
| Morningstar Baseline Data Load (MF & ETF) And Any Other Available Products (CIT, GRPA, etc.) | July 20th, 2026 | |
| UBS Quarterly Market Review (QMR) | July 20th, 2026 | |
| Remaining CIT, GRPA, SA, & 3rd Party Data Feeds (See table below for current 3rd Party Data Feeds) | Every Thursday Thereafter Baseline Load Until August 2nd |
Q3 2026 (Data as of 9/30)
| Data Feed | Expected Publish Date* | Data Status |
| Morningstar Baseline Data Load (MF & ETF) And Any Other Available Products (CIT, GRPA, etc.) | October 12th, 2026 | |
| UBS Quarterly Market Review (QMR) | October 12th, 2026 | |
| Remaining CIT, GRPA, SA, & 3rd Party Data Feeds (See table below for current 3rd Party Data Feeds) | Every Thursday Thereafter Baseline Load Until Nov. 5th |
Q4 2026 (Data as of 12/31)
| Data Feed | Expected Publish Date* | Data Status |
| Morningstar Baseline Data Load (MF & ETF) And Any Other Available Products (CIT, GRPA, etc.) | January 18th, 2027 | |
| UBS Quarterly Market Review (QMR) | January 18th, 2027 | |
| Remaining CIT, GRPA, SA, & 3rd Party Data Feeds (See table below for current 3rd Party Data Feeds) | Every Thursday Thereafter Baseline Load Until Feb. 4th |
*This date may or may not be met depending on delivery to Fi360 and the quality assurance process.
Current 3rd Party Data Feeds:
- BlackRock LifePath Index Funds
- John Hancock SV/MM Funds
- Mass Mutual
- Mid-Atlantic Models
- Mutual of Omaha
- Passive / TDF Scoring Benchmarks
- Principal
- SABIC Target Date Funds
- The Standard
- Voya