Built for Retirement Plan Advisors
- Due diligence and practice management in one easy to use software.
- Designed to provide advisors with solutions that help with efficiency and growth.
Investment Monitoring & Analysis
- Customizable fund evaluation to provide a tailored analysis for your clients.
- Analyze active, passive and target date funds with unique evaluation criteria options.
- Fund research tools built in to help with fund replacements, investment analysis and platform evaluation.
Fee Analysis & Lineup Comparison
- Fee analysis and benchmarking designed to review plan fees and how plan costs compare to peers.
- Developed with 408(b)(2) and fee transparency in mind, and designed to present to plan sponsor.
- Lineup comparison allows for the comparison of up to five different lineups.
- Compare performance, fees, plan costs, and even show how assets will map from one lineup to another.
- Setup customers and prospects and link plans and contacts.
- Activity management for tasks and events -- link to services offered and view in account-wide calendar.
- Advisor dashboard provides powerful account data aggregation and analytics that looks across your entire book of business.
Plan Vault & Plan Sponsor Portal
- The Plan Vault securely houses documents generated in FirmPlus, and other plan documents uploaded from your computer.
- The Plan Sponsor Portal provides access to essential plan and advisor information.
- Email documents and reports right out of the Plan Vault.
- Setup direct access for the plan sponsor for their own self-service.
Interested in becoming a super fiduciary? Check out our software pricing bundle!
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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.