Toolkit for Service Providers
The Toolkit for Service Providers is a member of the Fi360 Toolkit™ software family. It 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.
The tool is robust, including most features from the Fi360 Toolkit™ with the addition of an Advisor Directory.
Under the service provider model, institutions are licensed to use the Toolkit for Service Providers according to four 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.
- Distribution of the reports to investment professionals outside of your firm.
- Distribution of reports directly to the end client/plan.