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Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc
(Telecommute / Altamonte Springs FL)

Pension Investors Corp of Orlando Inc logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

Implementation Specialist

Ubiquity Retirement + Savings
(Telecommute / San Francisco CA)

Ubiquity Retirement + Savings logo

401(k) Retirement Plan Administrator

BDS Consulting Group
(Worcester MA)

Principal Legal Content Specialist - Benefits

Bloomberg Industry Group
(Telecommute / Arlington VA)

Bloomberg Industry Group logo

401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.
(Telecommute / Commack NY)

Heritage Pension Advisors, Inc. logo

401(k) Plan Administrator

Pension Investors Corp
(Telecommute / Hollywood FL)

Pension Investors Corp logo

Benefits Associate

Littler Mendelson, P.C.
(Philadelphia PA / Los Angeles CA)

Littler Mendelson, P.C. logo

Client Services Manager

Pinnacle, An NPPG Company
(Delray Beach FL)

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View More Press Releases by fi360

Press release:

Newport Group Integrates with the fi360 Toolkit

Issued by: fi360

Date: Oct. 11, 2016

October 10, 2016 -- Today fi360 announced that their web-based software, the Toolkit®, is now integrated with Newport Group. When data is automatically entered and updated into one software application, advisors can easily view and manage their book of business.

The integration within the fi360 Toolkit® facilitates:

  • Access to critical client data such as account information, balances, positions and history
  • Leveraging client date to cut the time it takes to add and update client investments for review, flag investments on a watch list, and review and comment on watch list investments
  • Prevention of errors by eliminating manual data entry, thus reducing and possibly removing mis-keyed data
“Providing our clients with direct access to client data from within the Toolkit allows them to spend less time on manual processes and more time with their clients,” said fi360 CEO William Mueller.

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process that promotes compliance, and reduces liability and risk. It helps optimize and solidify the investment management process so you can spend more time winning new business.

For more information or to schedule a live demo of the fi360 Toolkit, please contact fi360 sales at (866) 390-5080 or

About fi360
fi360’s mission is to help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets through better investment and business decision-making. fi360’s capabilities include professional development, software applications, and research and practice management. fi360 is the home of the AIF® designation and the fi360 Toolkit™, and is the parent company of Ann Schleck & Co., CEFEX, and IPS AdvisorPro. For more information about fi360, please visit

About Newport Group
Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport Group offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport Group is independent, experienced and responsive.  For more information about Newport Group, please visit or contact (855) 751-2127.


View More Press Releases by fi360

This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

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