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Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and the Fi360 Fiduciary Score®.
All investors’ wealth and retirement accounts managed with a fiduciary standard of care.
To help financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets.
- We are obligated to our clients, our co-workers, our shareholders, the community, and society.