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.
Fi360 Stable Value Vision
Stable value funds represent 12 percent of all DC plan assets, and are in almost 50 percent of all DC plans. And yet stable value funds are the least understood and evaluated fund in an investment lineup. Tap into the largest stable value database available for advisor use with Fi360 Stable Value Vision.
Fi360 Stable Value Vision Details
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.
The Fee Benchmarker® unlocks access to a unique and highly regarded database of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting, existing client fiduciary files and for developing your own fee strategy.
Fee Benchmarker Details & Pricing
Toolkit for Service Providers
The Toolkit for Service Providers is a member of the Fi360 Toolkit™ software family. It was built to specifically address the needs of firms, like mutual fund companies and recordkeepers, that support and provide services to financial intermediaries who manage client assets.
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.
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.
Designed to make the life of retirement plan advisors and specialists easier and more efficient. With investment monitoring and analysis, fee analysis, lineup comparison and an advisor dashboard, FirmPlus helps you get things done.