Toolkit for Service Providers
The Toolkit for Service Providers was built to specifically address the needs of firms, like mutual fund companies and recordkeepers, that support and provide services to financial intermediaries who manage client assets.
Licensing
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
