Data & Analytics
Fi360 Fiduciary Score®
The Fi360 Fiduciary Score® is a simple 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. The Fi360 Fiduciary Score® is available as a feature in the Fi360 Toolkit™ and technology solutions.
Data License Services
The Fi360 Data License Services provide advisors and institutions with access to the raw data behind Fi360's research and analysis. Advisors use the Data License for custom reports and spreadsheets, which can be used for client presentations or further analysis. Institutions can integrate Fi360 data in sales and marketing materials or proprietary products and services (such as software applications) for broad distribution to their advisors.