Fi360 Sees More Interest from Wealth Advisers
PLANADVISERJuly 13, 2018
Fi360, provider of fiduciary-related education and technology services, this week announced enhancements to its Fiduciary Focus Toolkit, including two new reports known as The Model Portfolio Report and the Cost & Services Report.
According to John Faustino, chief product and strategy officer at Fi360, these additions deepen the existing monitoring and reporting capabilities for users. While offering an overview of the new reports, Faustino emphasized that monitoring and reporting together are “essential ongoing processes for fiduciary-minded financial professionals.”
