Proven Fiduciary Processes.
You know putting your clients’ best interests first isn’t just good behavior, it’s good business. Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.
Prudent Practices® for Financial Advisors has been the foundation for everything we do as a company since 1999. You can have confidence that our software has the gold standard of prudent fiduciary processes built right in, so that you can spend more time focused on building your business.Formalize your process
The new Fi360 (software) is a perfect example of how we blend personal service and smarter technology to help our clients.
Advisory Practice Enabling.
Automation through our software helps you comfortably and efficiently implement a prudent investment process for all of your clients. The toolkit supports efforts across client engagement activities, saving your practice time and money.
Save time with our interactive and, dare we say beautiful, monitoring reports. We understand that some client meetings can get into the details while others stick to the highlights. Based on your custom due-diligence criteria, this tool gives you the power to tailor your reporting to accommodate both scenarios.STREAMLINE YOUR MONITORING PROCESS
Seamless Data Integrations
Import your wealth and retirement plan accounts accurately and efficiently through our integration partners.