AI TOOL PROFILE
fi360 toolkit: Fiduciary Governance & Planning Software
- Finance and Accounting
- Financial Planning
- Financial Advisors
- Registered Investment Advisors (RIAs)
- Broker-Dealers
- Bank Trust Departments
- Asset Managers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Financial Advisors, Registered Investment Advisors (RIAs), Broker-Dealers, Bank Trust Departments, Asset Managers
- Key use cases
- Fiduciary Certification, Investment Due Diligence, Retirement Plan Analysis, Fixed Income Research
- Official website
- Visit fi360 toolkit official website
How AI is used
fi360 toolkit, part of Broadridge, is a platform for financial advisors, RIAs, and broker-dealers. It combines investment evaluation tools with professional fiduciary education to help firms establish a consistent standard of care for their clients.
The software supports the creation of investment strategies and the automation of due diligence and benchmarking tasks. It also provides a path toward the Accredited Investment Fiduciary (AIF) designation.
For larger institutions like asset managers and custodians, the toolkit offers menu analysis and benchmarking services. The platform also incorporates AI capabilities through BondGPT for fixed income analytics.
Buyers should confirm how the various software modules and educational certifications bundle together, as the specific configuration depends on the firm's size and operational needs.
Key Features
Investment & Account Evaluation Tools
Tools for designing investment rating systems and performing due diligence on investment products.
Fiduciary Training & Certification
Educational programs and resources for the Accredited Investment Fiduciary (AIF) designation.
Data Analytics
Aggregation services and benchmarking tools used to analyze retirement plan data and investment performance.
BondGPT
An AI tool powered by GPT-4 for fixed income analytics and trading support.
Compliance Documentation
Supports the implementation of documented fiduciary workflows to help meet regulatory standards.
Use Cases
Fiduciary Certification
Advisors can use the platform to complete the training and certification required for the AIF designation.
Investment Due Diligence
Supporting the scoring and monitoring of investment options to align with client goals.
Retirement Plan Analysis
Using retirement plan data for fiduciary oversight and menu analysis.
Fixed Income Research
Using BondGPT for analytics within fixed income markets.
FAQ
What does fi360 toolkit do for financial advisors?
- It provides integrated fiduciary tools, data analytics, and training to help advisors implement an investment process and maintain compliance.
Does fi360 toolkit offer professional certifications?
- Yes, the platform provides the education and training necessary to earn the Accredited Investment Fiduciary (AIF) designation.
How is the software priced?
- Pricing varies by user type and the specific bundle of tools selected; customized quotes are available from the vendor.
Does the software use AI?
- Yes, it includes BondGPT, which utilizes GPT-4 to support fixed income analytics and trading.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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