Fiduciary Focus Toolkit

Product Description

About this Product

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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 best practices, built in: IPS Templates, Fiduciary Score® 
  • Advisor practice enabling: automated integrations, 3rd party analysis
  • Win and retain more business: professional, customizable reporting

 

About Fi360

Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® Designation programs, the Fi360 Toolkit™ software and the Fi360 Fiduciary Score®. So, what does that really mean? The fiduciary standard of care drives every single thing we do as a company. Our vision is to have all investors' wealth and retirement accounts managed by a fiduciary who has the credentials and tools to back up their work. We believe in this ideal so fervently, we created the Fi360 Prudent Practices®. These are the sacred doctrines that guide our work so the members of our community can feel confident they are putting their clients' best interests first.

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Category

Reporting, Research & Analytics
Integrations Icon

Integration Capabilities

Daily Data Files
Serving Since Icon

Serving RIAs Since

1999
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.