Fiduciary Focus Toolkit
Designed to be advisor enabling and support home-office demands, fi360’s Fiduciary Focus Toolkit™ helps advisors Organize, Formalize, Implement, and Monitor a prudent fiduciary process. Further, it helps those in oversight roles ensure advisor activities comply with the company’s prudent practice policies.
- Scaling advisor practices through automation of investment policy statement (IPS) creation and plan/account monitoring; ultimately allowing advisors and associated support staff to manage more business with the same headcount.
- Liability mitigation via defined workflows, standardized IPSs/watch-lists, and documentation of activities and decisions.
- Improved oversight (advisor and managerial levels) through automation, significantly reducing manual compliance tasks; as well as potentially reducing the need to hire additional resources in lieu of the new
- Business development support from leverage of documented fiduciary practices with new clients.
For more information, contact us at (866) 390-5080 or by emailing firstname.lastname@example.org.