Fi360 and Unified Trust Establish Integration Relationship

July 11, 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 Unified Trust. 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:

The integration will now allow fi360 Toolkit customers to perform the following functions:

  • Access critical client data such as account information, balances, positions and history
  • Leverage client date to cut the time it takes to add and update client investments for review, flag investments on a watch list, and review and comment on watch list investments

Current Clients: For more information on the integration, please refer to this article.

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 Unified Trust
Founded by Dr. Gregory Kasten in 1985, Unified Trust Company, headquartered in Lexington, KY, helps investors manage over $4 billion in total assets.  Unified trust is considered a true fiduciary, putting their clients first and always uses a “prudent expert” standard of care.  Unified Trust services individual investors through wealth management services, businesses, and retirement investors through their retirement plan consulting group.  In October 2006, the Centre for Fiduciary Excellence (CEFEX) certified Unified Trust to the Fiduciary Practices for Investment Advisors, making them the first trust company certified in the United States.  For more information about Unified Trust, please visit www.unifiedtrust.com or contact us at (877) 411-8781.