Relationship Integration with MassMutual allows advisors to access client data within the Fi360 Toolkit™
Fi360August 02, 2018
The Fi360 Toolkit™ is now integrated with MassMutual’s recordkeeping business. The integration allows advisors to access client data in their Fi360 Toolkit, further enabling them to streamline their business processes and better serve their clients’ needs.
“Both MassMutual and Fi360 are committed to robust support of advisors, which is why we are excited to provide advisors with secure, direct access to their clients’ data through our integration with Fi360”, said Teresa Hassara, Head of Workplace Solutions. “We are dedicated to offering comprehensive solutions to help advisors add value to their client relationships and give them the capacity they need to scale and expand their businesses.”
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.
"We are pleased to partner with an advisor-centric firm in MassMutual”, said Fi360 CEO Bill Mueller. "Providing direct access to client data from within our Fiduciary Focus Toolkit allows our customers to spend less time on manual processes and more time with their clients, a goal that both our companies share."
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 data 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
