The Toolkits are designed to help investment professionals manage a prudent investment process and deliver clients a fiduciary standard of care.
The software within the Toolkits provides a blueprint for Subscribers to successfully manage a prudent investment process. This process is the same one taught in the AIF® and AIFA® Programs. It represents a minimum fiduciary standard of care and has been defined by case law, legislative acts (ERISA, UPIA, UPMIFA, and MPERS) and regulatory opinion letters.

An instance of this functionality is the Custom Due Diligence Criteria feature of the Platinum Toolkit. Practice A-3.1 states that "Each client's investment strategy is implemented in compliance with the required level of prudence." The practice calls for "a due diligence procedure for selecting investment options" that "is consistently applied." The Custom Due Diligence Criteria feature facilitates Subscribers conformance to this practice by enabling them to construct their own due diligence process, incorporate it into the client's Investment Policy Statement, employ it for manager searches, and the critically important ongoing monitoring of the plan or portfolio.

The Toolkits are available on-demand via a Web-based platform.
Platinum, Gold, and Silver Toolkits can be accessed anywhere a Subscriber has an Internet connection, and at anytime of the day or night. Whether you are on-site with clients, winding down in your hotel room, managing time in the airport, or catching up at home on the weekend, all critical client information is securely saved online for you to access.

The Web-based software also means that there are no time-consuming downloads or discs to manage. Updates to software and data are automatic and an inherent part of every Toolkit subscription.

The analysis and reporting within the Toolkits represent a simple process that can be easily understood.
The fi360 Fiduciary Score™ represents a clear process that is easy for advisors to understand and explain to clients. We believe this transparency enhances the overall value of the Toolkits, since the advisor utilizing the software is able to logically follow the process used to run each tool.

Read more about our complete due diligence criteria used for mutual fund and ETF evaluation in the fi360 Fiduciary Score™ Methodology document.

The team developing the Toolkits holds themselves to the highest level of integrity.
In an industry where news is often negative, ethics compromised, and independence challenged, the team behind the Toolkits pledges to uphold high principles and professional standards. Every year, we each confirm a Pledge of Integrity related to our work.