Fi360 Stable Value Vision
What is 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.¹ And yet stable value funds are rarely evaluated by the advisor due to a lack of knowledge or information.
Fi360 Stable Value Vision enables advisors to evaluate stable value funds, and produce internal and client-facing reports summarizing the analysis.
Key Benefits
- Significantly reduces the time spent scouring the web for factsheets and data on stable value funds
- Strengthens advisor credibility by positioning them as a knowledgeable resource for this nuanced analysis
- Streamlines the comparison process by providing a consistent data and report layout across funds
- Provides flexibility to configure the evaluation criteria that is used to rate the funds based on the plan's needs
Access & Subscriptions
- Individual advisor licenses can be bundled with our investment monitoring software (at a reduced cost) or purchased stand-alone.
- Enterprise licenses available for broker-dealers, home offices, RIA aggregators, and providers/DCIOs
Investment Database
- 54 stable value funds updated quarterly.2
- Includes the three core types of stable value funds; Pooled / General Account/ Separate Account
- Data represents 29 stable value fund managers and $600+BB AUM2
Pricing
Whether you are an individual advisor or working on a team, there is pricing to fit your needs. Fill out the form and a member of the Fi360 Solutions team will be able to provide you with a personalized demo and explain your options - including special software suite pricing.
Looking for an enterprise-wide solution?
Banks, TPAs, Recordkeepers, and Asset Managers, please email Fi360Enterprise@broadridge.com.
¹ Stable Value FAQ, Stable Value Investment Association (SVIA) website
2Data as of Q2 2020. For a current listing of all funds, please visit www.fi360.com/stablevaluefundlist
