fi360
HQ Address
3 Penn Center West, Suite 400, Pittsburgh, PA 15276, United States
Website Address
Business introduction
Fiduciary care for every investor, made simple
Fi360 empowers financial intermediaries to use the Prudent Practices to profitably gather, grow and protect investors assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors.
Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®.
Fi360 is now part of Broadridge Financial Solutions.
fi360 Solutions
fi360 Toolkit
Fi360 Tools are research, analytical, and reporting services built to assist in the delivery of a prudent investment management process. The array of products and services offered under the Tools business line are designed for all types of investment professionals: investment advisors, asset management firm representatives, and service providers. Solutions......
