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Fi360 is a fiduciary technology and training company helping financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.