Software & Technology
Fiduciary Focus Toolkit™
Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.
Fiduciary Focus Toolkit™ Details & Pricing
Retirement Product Evaluator
Advisors, home offices, and plan sponsors often lack a due diligence process for stable value funds, DC managed accounts programs, and retirement income products due to limited, hard-to-find, and inconsistently presented data. The Retirement Product Evaluator simplifies and streamlines the fiduciary due diligence process for these product types.
Retirement Product Evaluator Details
RFP Director
Built from the ground up to work the way advisors work, RFP Director is designed to provide a digital experience for servicing the process of requesting and analyzing bids from retirement plan service providers.
Decision Optimizer
Fi360’s Decision Optimizer, which is completely configurable by enterprise, provides an interactive interface for an advisor to discuss and visually evaluate the merits of rolling over to an IRA or staying within the 401k plan.
Integrations
Fi360 has established integration relationships with leading firms to simplify the client creation and account update processes within the Fi360 Toolkit™, saving you valuable time.
