Main Page

Welcome to the FormulaFolio Investments (FFI) wiki. It has been created to serve as the central knowledge portal for the FFI organization.

Ideally, you will soon be able to come to this page and in less than three clicks find an answer (or link to an answer) to any question related to FFI you have. But to get that point, it will need your help.

Offices

• Costa Mesa
• Grand Rapids

Teams

• Advisor Services / New Business
• Billing
• Business Development
• Cashiering
• Compliance
• Design
• Engineering
• Finance
• Financial Planning
• Human Resources
• Investment Research and Development
• Marketing
• PMO
• Technology
• Trading

Practices and Processes

• Agile Scrum
• Branding
• Communications
• Document Control
• Expenses
• Help Desk
• Meetings
• Onboarding
• Postmortems
• Product Support
• Project Management
• Social Media
• 3rd Party Vendors: Access Levels

FormulaFolios Digital Platform

• Advisor Portal
• Grand Rapids
• Investor Onboarding
• Marketing

Help Center

• Benefits
• Company FAQs / Talking Points (Google Drive)
• Contact Help Desk
• Email
• General
• Google
• Holidays
• Macbooks
• Phones
• Security
• Software

Wiki Tips

• Even though this wiki is private, consider anything you post here public. Don't post passwords or NPPI. (This page is currently accessible on the web, but all others should require login with a formulafolios.com account to view.)
• To register and login, see the section below.
• To edit a page, click the edit button and use the WYSIWYG text editor.
• To create a new page, add a link to an existing page.
• Wikis are meant to be self-organizing but they require your help. Work to keep all important information no more than two or three links from this page.
• For more help using this wiki software, consult the User's Guide.

Formatting

To format your content, use this guide:

• https://www.mediawiki.org/wiki/Help:Formatting

Registration/Login

This wiki has been configured to allow you (and require you) to login with your formulafolios.com Google Business account. To register, follow these steps:

• Click Create account link in upper right corner of page.
• On Create account page, fill in Username field with your formulafolios.com username and click the Create with Google link
  • Important: leave password field blank and using the white Google button rather than the blue one above it.
• You may be redirected to a Google page to authorize access. Go ahead and authorize access for your formulafolios.com account.
• When you are redirected to this site, you will be logged in.

To login in the future:

• Click the Log in link in the upper right corner of page.
• Click the white Login in with Google button.