Fi360 and Mid Atlantic Trust Company Establish Integration Relationship

August 05, 2015
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 Mid Atlantic Trust Company. 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 Blaine Aikin.

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 line up, 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.

“What a great solution fi360 and Mid Atlantic Trust Company have put together.  At Mid Atlantic Trust Company we have over 10,000 financial professionals accessing our platform.  For the great number of those that use fi360 imagine the relief they just realized knowing that the plan reporting can now be automated.  Just think of the time savings, “ quotes Tim Friday, president of Mid Atlantic Trust Company.

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 fi360 support at support@fi360.com. 

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 Mid Atlantic Trust Company

Mid Atlantic Trust Company and its affiliated companies serve more than 60,000 retirement plans and trust accounts, representing approximately 9% of all U.S. 401(k) plans.  Mid Atlantic Trust Company offers open-architecture access to mutual funds, ETFs, collective funds, managed models, unitized funds and brokerage accounts along with a suite of tools to help plan advisors attract and retain business through a network of over 75 recordkeeper partners.  For more information about Mid Atlantic Trust Company, or any of the Mid Atlantic Capital Group family of companies, please visit www.macg.com or contact us at 800-693-7800.

 

Mid Atlantic Trust and fi360 are separately owned and operated.