- By earning the Accredited Investment Fiduciary® (AIF®) Designation, advisors signal to their clients and prospects that they will always put their best interests first with a fiduciary standard of care.
- Combining Fi360’s Prudent Practices®, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ has prudent fiduciary processes built right in, so that advisors can spend more time focused on servicing their clients and building their business.
- Our training, technology and analytics make implementing a prudent process for all clients easier at every step.
- Our CEFEX certification enables advisory firms to demonstrate their adherence to a global fiduciary standard.
- We make it easy to conform with all fiduciary requirements and deliver the standard of care your clients expect.
Independent and transparent. Fi360 is fiercely dedicated to your success.
