Fi360 is the recognized expert on investment fiduciary responsibility, offering advisors and institu
Fi360, the recognized expert on investment fiduciary responsibility, offers comprehensive fiduciary education and technology solutions that comply with the industry-recognized Prudent Practices for Investment Fiduciaries, the cornerstone of a prudent investment process. With substantiated practices as our foundation, we provide fiduciary education and online analytical and reporting software, including AIF® and AIFA® Designation Training and the fi360 Toolkit. The fi360 Toolkit for Advisors is a web-based analytical and reporting software solution to help you deliver fiduciary-quality asset allocation, portfolio construction, and performance reporting services to clients.
Contact fi360:
