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The fi360 Toolkit is the ultimate client and investment management system. It has everything you need to make smarter investment decisions, increase practice efficiency, and win new business.
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AIF Designees understand their obligations to clients and Prudent practices for investment management.

fi360 news

  • January 21, 2015

    A survey of AIF & AIFA Designees highlights the benefits advisors have received as a result of being trained on fiduciary processes and receiving the AIF or AIFA Designation. READ MORE

  • October 23, 2014

    PLANADVISER magazine: AIF designation most popular among top retirement plan advisers READ MORE

  • September 25, 2014

    Free webinar: Learn how the IPS helps you manage client relationships. READ MORE

  • September 01, 2014

    The fi360 Toolkit is integrated. Save time by taking advantage of fi360's relationships for data integration. READ MORE

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From our Blog

  • March 03, 2015

    Tibble v. Edison: Why investment monitoring is as important as investment selection READ

  • February 24, 2015

    How Long Should An IPS Be? READ

  • February 23, 2015

    White House Stirs Up Fiduciary Debate READ

  • February 13, 2015

    Santomenno court case a window into debate over DOL fiduciary rulemaking READ

  • February 11, 2015

    Seven qualitative factors for evaluating investments READ

  • January 27, 2015

    How often should I update my client's IPS? READ

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