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Integrations

Fi360 has established integration relationships with other leading firms in order to simplify and streamline the client creation process, saving you valuable time. The integrations allow you to quickly start using the Client Cabinet functionality in the Fi360 Toolkit to generate reports, investment policy statements, and much more.  Below are just a few of the benefits you will gain by utilizing the Fi360 Toolkit integrations:

  • Easily create clients in the Toolkit
  • Automatically create client basic information in the Client Cabinet
  • Automatically populate your clients’ holdings and dollar values
  • Automatically update investment dollar values for each client

 

integration partners                     

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American Funds

Click here to get started with the American Funds Integration

NEW TOOLKIT USERS:​
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
American Funds Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page:
American Funds Integration Existing User Setup

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Matrix Broadridge

Click here to get started with the Broadridge Matrix Financial Integration

NEW TOOLKIT USERS:​
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
Broadridge Matrix Financial Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page:
Broadridge Matrix Financial Integration Existing User Setup

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Cambridge

Click here to get started with the Cambridge Integration

NEW AND EXISTING TOOLKIT USERS:
Contact the Retirement Planning Consulting Group at:
RetirementCenter@cir2.com

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Charles Schwab Bank

Click here to get started with the Charles Schwab Bank Integration

NEW TOOLKIT USERS:
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
Charles Schwab Bank Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page:
Charles Schwab Bank Integration Existing User Setup

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EPIC Advisors

Click here to get started with the EPIC Advisors Integration

NEW TOOLKIT USERS:
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
EPIC Advisors Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page
EPIC Advisors Integration Existing User Setup

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Mid Atlantic Trust Company

Click here to get started with the Mid Atlantic Trust Company Integration

NEW TOOLKIT USERS:
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
Mid Atlantic Trust Company Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page
Mid Atlantic Trust Company Integration Existing User Setup

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Newport Group

Click here to get started with the Newport Group Integration

NEW TOOLKIT USERS:
To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
Newport Group Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page
Newport Group Integration Existing User Setup

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Pershing A BNY Mellon Company

Click here to get started with the Pershing RPN Integration

ADVISORS (New and Existing Toolkit Users):
Please speak to your home office contact for access.

FIRMS (New and Existing Toolkit Users):
Please speak to your Pershing Account Manager or Relationship Manager for access.

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TD Ameritrade Veo

Click here to get started with the TD Veo Integration

NEW TOOLKIT USERS:
​To gain access to the Fi360 Toolkit, please request a free trial:
Free Trial Request Form

Then follow the steps in the rest of this document:
TD Veo Integration Existing User Setup

EXISTING TOOLKIT USERS:
If you are already a Toolkit user, please login and follow the instructions on this page:
TD Veo Integration Existing User Setup

 


 

 

Fi360’s IPS AdvisorPro product has also integrated with leading technologies below.

FinaMetric MoneyGuidePro RedTail Technology

If you are interested in becoming an integration partner, please call (866) 390-5080.

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