Newport Group Integrates with the Fi360 Toolkit

fi360
October 10, 2016

Today fi360 announced that their web-based software, the Toolkit®, is now integrated with Newport Group. When data is automatically entered and updated into one software application, advisors can easily view and manage their book of business.

The integration within the fi360 Toolkit® facilitates:

  • Access to critical client data such as account information, balances, positions and history
  • Leveraging 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
  • Prevention of errors by eliminating manual data entry, thus reducing and possibly removing mis-keyed data
     

“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 is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process that promotes compliance, and reduces liability and risk. It helps optimize and solidify the investment management process so you can spend more time winning new business.

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 financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ 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 Newport Group
Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport Group offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport Group is independent, experienced and responsive.  For more information about Newport Group, please visit www.newportgroup.com or contact (855) 751-2127.