Fi360 and Schwab Advisor Center® Come Together to Propel Advisor Success
Fi360 NewsSeptember 25, 2017
Fi360 announced today that its Fi360 Toolkit for Advisors and Fiduciary Focus Toolkit™ software are now integrated with Schwab Advisor Center®. The integration enables advisors to streamline their business processes by providing access to client account data in the Fi360 Toolkit.
“Providing the advisors we serve with automated access to their client data from within the Toolkit allows them to focus on their clients instead of time-consuming manual processes,” said Bill Mueller, AIF®, Fi360’s CEO.
Fi360’s web-based software combines Fi360’s Prudent Practices®, flexible advisor controls and elegant reporting to drive superior client outcomes and better business results. Whether selecting new investments, monitoring an existing lineup, or building client-friendly reports, the Fi360 Toolkit can help advisors optimize their investment-management process.
For more information on the integration with Schwab Advisor Center® or other Fi360 integrations, please contact Fi360 at (866) 390-5080 or sales@Fi360.com.
