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Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each data and analytics solution is rooted in fiduciary best practices.
Each solution is carefully designed to inform and illustrate fiduciary prudence—and ease compliance.
Data Aggregation and Business Intelligence Tools – Get clear insight into advisors’ operations with the tools that provide actionable data.
Fi360 ScoreTM License – Run a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. This score is calculated monthly for investments with at least a three-year history.
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