Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® Designation programs, the Fi360 Toolkit™ software and the Fi360 Fiduciary Score®.
So, what does that really mean?
The fiduciary standard of care drives every single thing we do as a company. Our vision is to have all investors' wealth and retirement accounts managed by a fiduciary who has the credentials and tools to back up their work. We believe in this ideal so fervently, we created the Fi360 Prudent Practices®. These are the sacred doctrines that guide our work so the members of our community can feel confident they are putting their clients' best interests first.
Take a deeper dive into the advisor-enabling product and service categories we offer below.