Win and Retain More Business

The success of your business requires an investment in both growth and retention. Fi360 is dedicated to helping you win new clients while better supporting and retaining the business you already have. Our proposal report and monitoring capabilities will give you a process to succeed.

Win new business using the Fi360 Fiduciary Score®

Generate investment proposals that prospects will understand with the backing of the third-party validated Fiduciary Score® advisors trust. Your prospects will see a concise comparison of their investments allowing you to effectively discuss your proposed changes.

A prudent process. From prospecting to long-term client retention.

The Fiduciary Focus Toolkit gives you the ability to go from investment research to prospecting to ongoing monitoring all within one framework. Build trust with consistent reporting throughout your process that prospects and clients will value.

Conduct more engaging and impactful client meetings

Your monitoring reports are designed with the flow of your client meetings in mind. They are streamlined to focus on those areas that need action while still providing detailed information when the client wants it. The reports decode your due diligence process with engaging visuals that will resonate with clients. Your meetings will be more productive and your clients will feel better informed.

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Utilize the interactive monitoring report which is ideal for online
meetings or when you can present on a client’s monitor or TV screen.

A beautiful PDF version is always available for both historical
documentation and traditional paper-based reviews.

Ensure proper documentation by tracking completed monitoring reviews

Every client’s monitoring report is automatically produced for you at the start of each quarter. It will be available for review and updates as needed before you save a final client deliverable. After your meeting, you can document any action items and archive the report for future needs.

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  • Any incomplete monitoring reports will show as alerts on your dashboard
  • All client deliverables will be archived and accessible should you need them

Interested? Schedule a Demo