2017 Q1 Release Webinar and Notes

Fi360 is thrilled to announce significant enhancements to the Fiduciary Focus Toolkit as well as the release of our newest capability - Advisor Oversight. This release is particularly exciting because Fi360’s newest software solution can now provide structured processes to enterprises with significant networks of advisors, confidently supporting a larger number of their advisors acting as fiduciaries.


Many of the enhancements detailed below are the result of direct feedback from you. It is important to us that we build a solution that has a clear positive impact on how you do business, which is why we carefully consider the ideas and suggestions you have submitted to us. If you have additional feedback on the functionality of our software or features that would be helpful to your business, we encourage you to post your ideas at http://fi360.uservoice.com. We are confident you will find these additions and enhancements to the Fiduciary Focus Toolkit valuable to the efficient growth of your business and the implementation of your prudent fiduciary processes.

Watch a webinar on the Q1 release here!

For a complete summary of new features please see the First-QTR-Release-notes-March 2017.pdf!

 

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