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View More Press Releases by fi360

Press release:

fi360 Unveils the Fiduciary Focus Toolkit

Issued by: fi360

Date: Oct. 20, 2016

October 20, 2016  -- fi360, a provider of fiduciary-related education, designations, training and tools, announces the launch of its Fiduciary Focus Toolkit™ software that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices.

Advisors and broker-dealers are tasked with a new set of challenges when creating investment policy statements and archiving the documentation required to meet a fiduciary standard. To overcome these challenges, the Fiduciary Focus Toolkit™ allows the home office to guide advisors as they adopt and create investment policy statements, investment watch-list criteria, client monitoring reports and other essential fiduciary-related activities.

Fiduciary Focus Toolkit™ accelerates compliance with the DOL rule by ensuring the monitoring and documentation of client accounts aligns with fiduciary best practices. Because these practices are built into the software, advisors can scale their businesses upon a fiduciary framework they can fully control and monitor.

Since the software allows broker-dealers to centralize their oversight of investment policy statements and watch-list management, home offices can be confident that advisors are using prudent processes and reducing their organization’s liability related to fiduciary obligations.

“Thousands of advisors have been using fi360’s tools for over a decade to act in their clients’ best interests, but finalization of the DOL rule has shined a brighter light on fiduciary-related tools and support, making it the perfect time to launch the Fiduciary Focus Toolkit™,” said John Faustino, Chief Product and Strategy Officer at fi360. “We believe our history of training advisors on prudent practices, and developing those best practices, uniquely qualifies us to deliver fiduciary software solutions.”

The Fiduciary Focus Toolkit™ is the latest addition to fi360’s suite of tools, and comes out on the heels of the firm’s new training program, Fiduciary Essentials for Advisors.

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