Data License Services
The Fi360 Data License Services provide advisors and institutions with access to the raw data behind Fi360's research and analysis. Advisors use the Data License for custom reports and spreadsheets, which can be used for client presentations or further analysis. Institutions can integrate Fi360 data in sales and marketing materials or proprietary products and services (such as software applications) for broad distribution to their advisors.
Available Data Points:
Ticker symbol
Morningstar SECID
Investment Name
Peer Group (i.e., Morningstar Category)
Fi360 Fiduciary Score®
Fi360 Fiduciary Score® - Number of peers
Fi360 Fiduciary Score® Average (1-Year)
Fi360 Fiduciary Score® Average (1-Year) - Number of peers
Fi360 Fiduciary Score® Average (3-Year)
Fi360 Fiduciary Score® Average (3-Year) - Number of peers
Fi360 Fiduciary Score® Average (5-Year)
Fi360 Fiduciary Score® Average (5-Year) - Number of peers
Fi360 Fiduciary Score® Average (10-Year)
Fi360 Fiduciary Score® Average (10-Year) - Number of peers
Fi360 Fiduciary Score® Due Diligence Shortfall Indicators:
Inception Date
Manager Tenure
Investment Assets
Expense Ratio
Alpha
Sharpe Ratio
1-Year Performance
3-Year Performance
5-Year Performance
Composition
Style Drift
Delivery Schedule
Seventh business day of the calendar quarter
Pricing
Determined by the intended use, distribution and audience.
Contact Us to learn more or to purchase a Data License.
