Fi360’s Fiduciary Focus Toolkit is now integrated with Trust Company of America’s Liberty platform.
This partnership will allow advisors to streamline their business processes by providing them access to critical client data within the Fi360 software, such as account information, balances and positions.
The Fiduciary Focus Toolkit also helps advisors be compliant with new fiduciary requirements as its tools lead advisors through investment policy statement creation, watchlist management and FINRA-reviewed reports.
“Our integration with TCA enables their 7,000-plus advisors to focus on helping their clients achieve their goals and avert the time-consuming manual processes,” Fi360 CEO Bill Mueller said in a statement.
Fi360 recently updated its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors. The toolkit was initially launched last fall to automate workflows and oversight for advisors.
Fi360's web-based software combines a step-by-step investment process that ensures investment strategies are properly developed, implemented and monitored. Whether selecting new investments, monitoring an existing investment lineup or building client-friendly reports, the Fi360 toolkit can help TCA’s advisors optimize and solidify their investment management process.
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