Fi360 Tools are considered by many investment professionals to be a leading, global resource for investment fiduciaries, providing research, analytical, and reporting services. The array of products and services offered under the Tools business line are designed to aid advisors who serve as or support investment fiduciaries. Solutions are available for individuals and institutions.

Toolkits

The fi360 Toolkits—Platinum, Gold, and Silver—contain powerful, Web-based software that helps advisors manage a prudent investment process. Toolkits contain numerous features and functions, such as:

• The well-known and highly-regarded fi360 Fiduciary Score™ analysis
• Customizable Due Diligence Criteria and watch list management capabilities
• Flexible and diverse FINRA-reviewed reporting options
• An Asset Allocation Optimizer that utilizes New Frontier Advisors’ patented Resampled Efficiency™ technique
• A robust Investment Analyzer that facilitates the search for best-in-class results
• And much more!

Data License Services

The fi360 Data License Services provide advisors and institutions with access to the raw data behind fi360's research and analysis. For advisors, the Data License facilitates the convenient incorporation of data in custom reports and spreadsheets, which can be used for client presentations or further analysis. For institutions, the Data License facilitates the incorporation of fi360 information in proprietary products or services (such as software applications) for broad distribution to advisor clients.