Increase efficiency. Reduce liability.
Getting a 20/20 visual of your advisors’ operations is a tremendous challenge for compliance teams, both in precision and time, especially in the retirement plan space. We are dedicated to empowering organizations like yours with actionable data that increases efficiency while reducing liability. Our data aggregation and business intelligence tools deliver you value in three key ways.
Actionable Risk Mitigation
- Research plan menu quality
- Uncover investments with bad Fi360 Fiduciary Scores®
- Find investments with high expenses
- Identify share class utilization
- Identify high advisor compensation
- Identify new plans added (to ensure 408b2 notices were done)
- Oversight of internal 3(38) service
- Management-level dashboards across key areas such as recordkeepers, advisors, plans and investments.
- Ad-hoc exports as you are searching/filtering
- Holistic, systematic file transfers for use in third-party systems
Under the Hood
Our data comes from an actively growing network of more than 50 major providers who are integrated with Fi360. Check out our current Integration Partners.
Growing our integration network is a top priority. If we don’t currently connect to one of your providers, let us know. We will coordinate the integration on your behalf.
Visibility and access is provided at three levels.
- HOME OFFICE – ACROSS EVERYTHING
- ANY COMPLIANCE OR SUB-TIERING STRUCTURE
*You do not need to use the Fi360 Toolkit to utilize our business intelligence services.
Our Support Team Has You Covered
We offer a dedicated enterprise support contact to ensure an efficient implementation of your services. They are there with you through every step of the process and beyond. Additionally, our U.S.-based team of Client Engagement Specialists is also available to you via phone or email.
Sample Plan Data View
Let’s get started!
Fill out the form below and a member of the Fi360 team will be in touch.