Software & Technology
Fiduciary Focus Toolkit™
Combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results.
Fiduciary Focus Toolkit™ Details & Pricing
Fi360 Stable Value Vision
Stable value funds represent 12 percent of all DC plan assets, and are in almost 50 percent of all DC plans. And yet stable value funds are the least understood and evaluated fund in an investment lineup. Tap into the largest stable value database available for advisor use with Fi360 Stable Value Vision.
Fi360 Stable Value Vision Details
RFP Director
Built from the ground up to work the way advisors work, RFP Director is designed to provide a digital experience for servicing the process of requesting and analyzing bids from retirement plan service providers.
Decision Optimizer
Fi360’s Decision Optimizer, which is completely configurable by enterprise, provides an interactive interface for an advisor to discuss and visually evaluate the merits of rolling over to an IRA or staying within the 401k plan.
Integrations
Fi360 has established integration relationships with leading firms to simplify the client creation and account update processes within the Fi360 Toolkit™, saving you valuable time.