fi360 Toolkit
The Fiduciary Focus Toolkit™ combines Fi360’s Prudent Practices with advanced reporting and flexible advisor controls to enhance client outcomes. Users highlight the exceptional reports as a standout feature, driving business efficiency and client engagement. This toolkit empowers financial advisors to confidently implement prudent investment processes and grow their practices seamlessly.
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Top fi360 Toolkit Features
- Prudent Practices integration
- Customizable reporting options
- Automated investment process
- Client engagement tools
- Portfolio data screening
- Comprehensive monitoring reports
- Investment proposal generation
- Performance benchmarking
- Integration with recordkeepers
- Advisor activity monitoring
- Flexible advisor controls
- Time-saving automation features
- Professional client presentations
- Comprehensive investment reviews
- Built-in fiduciary processes
- User-friendly interface
- Multi-advisor support
- Business intelligence capabilities
- Efficient account imports
- Personalized demo availability
