Skip to Content


Fi360 Enhances Fiduciary Toolkit with Prospecting Feature

September 21, 2017

Return | Read More News

Fi360 has announced enhancements to its advisor-enabling software solution, the Fiduciary Focus Toolkit™.  The latest addition provides financial advisors with comprehensive reporting on prospective clients’ past versus recommended holdings to illustrate how an advisor can improve investments and performance. With these new business development capabilities, advisors can now grow their client base and assets under management more efficiently than ever, all while complying with fiduciary standards.

Read more about what the Fiduciary Focus Toolkit can do for advisors in this PLANADVISER feature.

Back to top