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. This software lives under the umbrella of the classic Fi360 Toolkit™ software, but it’s taken on a modern twist. See for yourself.
The Fi360 Toolkit™ is a simple but powerful software solution that provides the analytical, management and reporting features you need to manage and document a repeatable prudent investment process. Apply a compliant procedure that reduces liability and risk across all your clients. Empowered with better information, you can easily build trust and value with prospects and clients.
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.
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
IPS Advisor Pro
IPS Advisor Pro is an award-winning technology that delivers customized, professional Investment Policy Statements in a secure, digital environment. How does updating all your IPSs with one click sound? We think it sounds pretty effortless.
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.