Who We Serve

Fiduciary-minded advisors work with investors and plan sponsors to help them achieve their financial goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care.

Fi360 ensures advisors are equipped with the knowledge and tools they need to implement a prudent, scalable investment process so they may grow their business and delight their clients. Every Fi360 solution starts and ends with enabling advisors to put their clients’ best interests first.

Fi360 connects financial institutions and service providers with the advisors they serve.

Broker-dealers and RIAs partner with Fi360 to offer fiduciary solutions for their advisor clients, create and monitor approved-for-sale platforms, and implement oversight solutions. Fi360’s role within these partnerships is to provide multi-layered protection from fiduciary breaches, support portfolio construction, and deliver investment analysis at both the institutional and advisor levels.

Foundations and endowments partner with Fi360 to address the needs of their investment stewards, including trustees and investment committee members. We prepare these individuals to fulfill their fiduciary duties with confidence so they can spend more time realizing the mission of the organization for which they work. 

Asset managers choose Fi360 solutions to create investable products, perform competitive analysis and educate advisors on the value their investments can add to an advisor’s practice or model portfolios. 

Recordkeepers, Trust and Custody firms partner with Fi360 to perform competitive investment menu analysis and offer value-add services to the broker-dealers and advisors they serve.