Unlock value hidden in your retirement-plan business
Equip your teams with actionable data and business intelligence to increase efficiency and ease compliance challenges.
Demonstrate prudent investment selection and monitoring
Highly visual displays illustrate how your investment choices rank against peers, utilizing a transparent and objective rating system.
Tap into the largest stable-value database for advisor use
Gain the insight required to evaluate stable value funds and easily summarize the analysis, producing internal and client-facing reports.
Act with Confidence
The Right Tools to Inform Your Decisions—and Your Clients
Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each data and analytics solution is rooted in fiduciary best practices.
The Right Tools to Inform Your Decisions—and Your Clients
Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each data and analytics solution is rooted in fiduciary best practices.
Benefit from our Experience
The Leader in Fiduciary Data and Analytics
Each solution is carefully designed to inform and illustrate fiduciary prudence—and ease compliance.
The Leader in Fiduciary Data and Analytics
Each solution is carefully designed to inform and illustrate fiduciary prudence—and ease compliance.
See the difference
Efficient tools for comparing investments and illustrating fiduciary prudence.
Data Aggregation and Business Intelligence Tools – Get clear insight into advisors’ operations with the tools that provide actionable data.
Fi360 ScoreTM License – Run a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. This score is calculated monthly for investments with at least a three-year history.
