Fi360 and Epic Advisors Establish Integration Relationship

May 17, 2016
Integration allows advisors to access client data from within the fi360 Toolkit

fi360, which helps institutions and advisors gather, grow, and protect assets through better investment and business decision-making, today announced that its fi360 Toolkit is now integrated with EPIC Advisors. The integration allows advisors to access client data in their fi360 Toolkit, further enabling them to streamline their business processes.

“Providing our clients with direct access to client data from within the Toolkit allows them to spend less time on manual processes and more time with their clients,” said fi360 CEO William Mueller.

The fi360 Toolkit web-based software provides research, analytical, and reporting services for all client types, including high net worth individuals and families, endowments, trusts, plan sponsors, etc. Whether you’re selecting new funds, monitoring an existing lineup, or building client-friendly reports, the fi360 Toolkit can help optimize and solidify your investment management process so you can spend more time winning new business.

The integration will now allow you to:

  •  Access critical client data with the fi360 Toolkit such as:
    • Account information
    • Balances
    • Positions
    • History
  • Leverage your client data to decidedly cut the time it takes to:
    • Add and update client investments for review
    • Flag investments for your watch list
    • Review and comment on watch list investments

Current Clients: For more information on the integration, please contact your assigned EPIC service
team representative or visit https://epic1st.com/#/partners and click on the “fi360/Epic Integration” link to
retrieve more information and the appropriate authorization and establishment paperwork. 

Prospective Clients: For more information or to schedule a live demo of the fi360 Toolkit, please contact fi360 sales at (866) 390-5080 or sales@fi360.com

About fi360

fi360’s mission is to help institutions and advisors gather, grow, and protect assets through better investment and business decision-making. fi360’s capabilities include professional development, software applications, and research and practice management. fi360 is the home of the AIF® designation and the fi360 Toolkit®, and is the parent company of Ann Schleck & Co., CEFEX, and IPS AdvisorPro. For more information about fi360, please visit www.fi360.com.

About EPIC Advisors, Inc.

EPIC Advisors, Inc. is a national provider of retirement consultation services for third-party organizations including banks, trust companies and investment advisors. Founded in 1993, the Rochester-based firm actively works with clients to continuously grow their retirement businesses over time. EPIC supports clients in 47 states and $7 billion in retirement assets. It is a wholly-owned subsidiary of NBT Financial Services, a subsidiary of NBT Bancorp, Inc. For more information visit www.epic1st.com.