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June 19, 2018 at 10:17 AM
Fiduciary education, training and technology firm Fi360 said Tuesday that it has acquired the Center for Fiduciary Management, an investment management technology provider for retirement plan advisors.
“This acquisition broadens our platform of advisor-enabling tools, training and data analytics, and furthers our leadership position in the fast-growing fiduciary marketplace,” said Bill Mueller, Fi360’s CEO, in a statement.
Mueller told ThinkAdvisor Tuesday morning that the CFFM brand “will go away,” and that “over time” the CFFM website and brand will assume the Fi360 brand.
Fi360, Mueller continued, “is moving quickly to meet the growing needs of advisors within the independent, broker-dealer and wirehouse communities.”
The acquisition of CFFM expands the platform Fi360 offers to its partners, he continued, “with additional tools and customization options to help them work effectively and efficiently while maintaining the fiduciary standards of loyalty and care.”
CFFM offers four flagship products that are widely used among financial advisors, including FiRMPlus, an investment due diligence platform; RFP Director, a research and request-for-proposal management platform for providers; Stable Value Navigator, with data and insight on stable value funds along with an opportunity to compare products; and Fiduciary Pilot, which is a standardized, automated due diligence reporting platform.
