July 12, 2018

Fi360 Expands Reporting Capabilities within Fiduciary Focus Toolkit™

FI360, a provider of fiduciary-related education and technology, has enhanced its Fiduciary Focus Toolkit™ (Toolkit) with two new reports: The Model Portfolio Report and the Cost & Services Report. […]
October 13, 2017

Fiduciary Software Provider Fi360 partners with Trust Company of America

Trust Company of America (TCA), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs) and Fi360, a fiduciary education, training […]