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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, a 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, a Data License facilitates the incorporation of Fi360 information in sales and marketing materials and presentations or proprietary products or services (such as software applications) for broad distribution to advisor clients.

Fi360 Fiduciary Score® Data License

A licensed data feed provides firms the ability to integrate the Fi360 Fiduciary Score® information into proprietary presentations, analyses, and software. The Fi360 Fiduciary Score® is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness. It’s a ready-made solution for due diligence that can help you demonstrate a prudent investment selection and monitoring process.

Available Data Points:

  • Ticker symbol
  • Morningstar SECID
  • Investment Name
  • Peer Group (i.e., Morningstar Category)
  • Fi360 Fiduciary Score®
  • Fi360 Fiduciary Score® - Number of peers
  • Fi360 Fiduciary Score® Average (1-Year)
  • Fi360 Fiduciary Score® Average (1-Year) - Number of peers
  • Fi360 Fiduciary Score® Average (3-Year)
  • Fi360 Fiduciary Score® Average (3-Year) - Number of peers
  • Fi360 Fiduciary Score® Average (5-Year)
  • Fi360 Fiduciary Score® Average (5-Year) - Number of peers
  • Fi360 Fiduciary Score® Average (10-Year)
  • Fi360 Fiduciary Score® Average (10-Year) - Number of peers
  • Fi360 Fiduciary Score® Due Diligence Shortfall Indicators:
    • Inception Date
    • Manager Tenure
    • Investment Assets
    • Expense Ratio
    • Alpha
    • Sharpe Ratio
    • 1-Year Performance
    • 3-Year Performance
    • 5-Year Performance
    • Composition
    • Style Drift

Delivery Schedule

Seventh business day of the calendar quarter.

File Format

Excel or text file

Pricing

Determined by the intended use, distribution and audience. Please contact sales@fi360.com or call (866) 390-5080. 

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