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Fi360 | Broadridge

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.

Website

https://www.fi360.com/

Contacts

sales@fi360.com

https://www.linkedin.com/company/fi360/

https://twitter.com/Fi360

Fi360
  • Fiduciary Focus Toolkit™
  • FirmPlus
  • Fi360 Stable Value Vision
  • RFP Director
  • Fee Benchmarker®
  • Toolkit for Service Providers
  • Business Intelligence
  • Data License Services
Fi360

Companies that integrate with Fi360

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

401GO
401GO
New Gen 401(k) fully automated and affordable Retirement Plan platform targeted to Small Business
#Technology #Compliance #Rebalancing #Retirement Planning #HR Services
ADP
ADP
ADP helps organizations of all types and sizes unlock their potential.
#HR Services #Payroll
Alerus
Alerus Retirement & Benefits
Alerus is part of a network of independently owned retirement plan consulting firms and one of the largest benefit plan administrators in the country.
#Retirement Planning
American Funds
American Funds | Capital Group
Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability.
#Retirement Planning #College Planning
Ameritas
Ameritas
Ameritas offers insurance, financial services and employee benefits, but we deliver so much more.
#Retirement Planning #Annuities #Disability Insurance #Health Insurance #Life Insurance
Ascensus
Ascensus
Ascensus focuses on making saving straightforward, effective, and affordable while making a difference in millions of financial lives.
#Retirement Planning #College Planning #Financial Planning
Aspire
Aspire Financial Services
Aspire Financial Services, LLC delivers smart retirement solutions providing the most extensive capabilities nationwide for all retirement plan types [401(k), 403(b), 457, IRA, and Defined Benefit] without a required account balance or plan size.
#Retirement Planning
Bank of Montreal
BMO (Bank of Montreal)
BMO is a leading bank focused on building, investing and transforming to drive performance and continue growing the good.
#Retirement Planning #College Planning #Disability Insurance #Financial Planning #Tax Planning #Life Insurance #Private Banking #Lending #Mortgage
Edward Jones
Edward Jones
Edward Jones is a leader in the financial-services industry that takes a personal approach to business.
#Portfolio Management #Annuities #College Planning #Retirement Planning
Epic Retirement Plan
Epic Retirement Plan Services
EPIC Retirement Plan Services provides banks, trust companies, investment advisors, and TPAs with the very best in retirement plan consulting and recordkeeping services.
#Retirement Planning #Content Management #Financial Planning
ePlan Services
ePlan Services
ePlan Services is a leading provider of record-keeping and administration services to the U.S. defined contribution marketplace.
#Retirement Planning
FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
#Risk Profiling
FIS
FIS
FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world.
#Payment Processing #Account Aggregation #College Planning #Risk Profiling #Trading #Security
John Hancock
John Hancock
At John Hancock, our mission is making decisions easier and lives better for all our customers. But we are equally committed to making a positive impact on the communities where we live and work.
#Portfolio Management #Financial Planning #Retirement Planning #Life Insurance
JP Morgan
JP Morgan
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.
#Portfolio Management #Rebalancing #Trading #Commercial Banking #Private Banking
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting

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