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. What gives us our swagger? Without a doubt, our reports. Users consistently point to them as the reason the Fiduciary Focus Toolkit™ stands out from the competition.
You have to see one for yourself! 

Download Sample Report