Fi360 and Castle Rock Innovations Announce Integrated Products Solution
March 20, 2014Effortlessly manage, benchmark, and monitor retirement plans firm wide without manual data entry
fi360 and Castle Rock Innovations announced today an integrated products solution that brings together their mutual products and services, such as the fi360 Toolkit for Advisors and Castle Rock's AXIS Retirement Analytics Platform.
The delivery-ready solution allows home office staff and advisors to view their respective books of retirement plan business, with zero touch – No more data entry into multiple systems. Within the system, clients can review and report on their consolidated data sets, prepare plan benchmark reports, and create 408(b)(2) disclosures from a common framework. Individual advisors can quickly evaluate and monitor the investments in their plans using the fi360 Fiduciary Score® or other homegrown due diligence processes.
Blaine Aikin, CEO of fi360, noted, "We are bringing the best retirement plan data available together with the most innovative advisor tools on the market."
Home offices that are interested in this joint solution can contact enterprise sales at fi360 (steve@fi360.com) or Castle Rock (randy.namin@castlerockinv.com).
