Take Advantage of Free Designee Resources
Use the Designee Library as your one-stop-shop for client materials, marketing arrangements, white papers and other resources. Access news release templates, guides for your participants and committees and everything in between to save time and be able to focus on what matters most: gaining and retaining your clients.
Watch this video for a brief explanation on how to access the Designee Library and the best ways to use this tool.
Access Your Designee Library
Take advantage of the free resources available exclusively to the active Fi360 Designee community. Login to your account and dive into over 50 artifacts that will help take you and your practice to the next level.
Don’t See What You Are Looking For?
The Designee Library is a growing vault and meant to be filled with the content you want and need. If there is ever a specific item that you do not see available, send an inquiry to the Fi360 Support Team with your suggestion to be prioritized with upcoming releases.
Featured Resources