Win and retain more business with our Fi360 Toolkit™. A simple but powerful software solution, the Fi360 Toolkit™ provides the analytical, management and reporting features you need to administer 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.
- Generate compelling investment proposals with the backing of the third-party validated Fiduciary Score®
- Host better client meetings with interactive monitoring reports that integrate directly with your client’s IPS
- Minimize fiduciary liability by documenting your review process and identifying clients without a completed report
- Save time and money by automating your prudent investment process across all clients
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§ Fi360 partners with many organizations to provide the Fi360 Toolkit™ to their advisors. Fill out the form to find out if you qualify for any discounts.