fi360® is the recognized expert on investment fiduciary responsibility and offers advisors and institutions comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of the fiduciary standard.
The fi360 Toolkit for Advisors is a powerful web-based analytical and reporting software solution that offers more than 20 different areas of functionality to help advisors deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to their clients. Its powerful investment research capabilities incorporate Morningstar data to deliver detailed performance information on every option in a client’s lineup, as well as a proprietary fi360 Fiduciary Score® that rates its suitability as a prudent investment choice.
fi360 and MacroRisk Analytics have formed a strategic relationship that provides MacroRisk subscribers 10% off their first purchase of the fi360 Toolkit for Advisors in addition to a 10% discount on the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) Designation Training programs. The AIF and AIFA Designation Training programs offer the most comprehensive education available on investment fiduciary responsibility and are delivered to thousands of investment professionals every year. For more information, call 866-390-5080 ext.228 or email firstname.lastname@example.org.