Data & Analytics
Fi360 Fiduciary Score®
The Fi360 Fiduciary Score® is 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.
Fi360 Fiduciary Score® Details
Getting clear insight into advisors’ operations is a tremendous challenge for compliance
teams, both in precision and time, especially in the retirement plan space. Fi360 is dedicated to empowering organizations with actionable data that increases efficiency while easing compliance challenges. Our data aggregation and business intelligence tools can help unlock value hidden in your retirement plan business.
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.