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Tools Partners

Fi360 Tools has strategic relationships with leading financial service and technology companies and organizations that enable us to extend our ability to meet our customers' demands and offer complete services. We have formed relationships with a wide range of partners whose products and services complement our solutions to our retail and institutional clients, network of independent professionals, and members. The following list is a partial representation.

The 401k Coach Program
401k Master
ActiFi
Alliance Benefit Group
Cannon Financial Institute
Commonwealth
Exit 46
fi360 (Australasia) Limited
First Affirmative Financial Network, LLC
Greenrock Research
Merrill Lynch Retirement Group
Shareholders Service Group
K-Group at Smith Barney
Thornburg Investment Management

Distribution Partners

The following organizations serve as distributors of the fiduciary handbooks and SAFEs.

Alpha Wealth Strategies	www.alphawealthstrategies.com
Ardor Fiduciary Services, Ltd.	www.prudentfiduciary.com
BST Retirement Services	www.bstco.com
Bruton Financial Partners	www.brutonfinancial.com
Charles Schwab and Co., Inc.	www.schwab.com
Charles Stephen and Co.	www.charlesstephen.com
Chubb	www.chubb.com
Comerica, Inc.	www.comerica.com
Commonfund	www.commonfund.com
Cornerstone Advisors Asset Management, Inc.	www.cornerstone-companies.com
Delaware Investments	www.delawareinvestments.com
Federated Investors	www.federatedinvestors.com
Freund & Co. Investment Advisors, L.C.	St. Louis, MO
Gartmore Global Investments	www.gartmore.us
Halbert Hargrove	www.halberthargrove.com
The Broker-Dealers of ING	www.ingadvisors.com
Ingham Group	www.ingham.com
Inspired Capitalworks	www.inspiredcapitalworks.com
Lindner Capital Advisors	www.lcaus.com
Managed Accounts Consulting Group of Prudential Investors	www.managedaccounts.com
Managers Investment Group	www.managersinvest.com
McKinley Investment Group	www.mckinleyadvisors.com
Midwest Fiduciary	www.midwestfiduciary.com
National Association of College and University Business Officers (NACUBO)	www.nacubo.org
Plante Moran Financial Advisers	www.pmfa.com
Sheridan Road Financial	www.sheridanroad.com
Silver Oak Wealth Advisors, LLC	www.silveroak.com
Sprinkle Financial Consultants	Scott@sprinklefinancial.com
Stanton Group	www.stanton-group.com
Thornburg Investment Management	www.thornburginvestments.com
Victory Asset Management Co., Inc.	www.victoryasset.com
Wealth Management Strategies	www.wealthdirection.com
Wharton Advisors	www.whartonadvisors.com

If you would like to become an enterprise-level partner of fi360, please send us an email.

If you are interested in becoming a distribution partner, you may request a sample Distribution Partner kit by sending us an email.