Under the service provider model, institutions are licensed to use the Toolkit for Service Providers according to two main criteria:
- The number of individuals who need a direct login to the application.
- The number of individuals who may request, use, distribute or otherwise benefit from the reports and analysis produced by the individuals with direct logins.
Features & Benefits
- Grow assets under management by sharing valuable and independent intelligence about your funds that helps you stand out from the competition
- Strengthen relationships with investment professionals outside of your firm by providing detailed fund reports as a value add
- Analyze competitive intelligence, particularly your funds' Fi360 Fiduciary Score, and how your funds rank compared to competitors