Transition Details

What's Improving?

As a subscriber, you are already addressing your client and prospect expectations about how your
fees and services compare to those of other advisors. As of December 2017, your Fee Benchmarker account is now available on the Fi360 Platform.

  • Custom Commentary
    You can choose to add your logo, your differentiators, key accomplishments and custom disclaimers.
  • Services First
    You can decide to benchmark against all advisors serving a similar size plans or only advisors offering three impactful services: 3(38), financial wellness and/or model portfolios.
  • Simple to integrate
    Fee Benchmarker is integrated with Fi360 Fiduciary Focus Toolkit™ so you can easily link existing client profiles.
  • Updated Look
    The output has been redesigned. Advisors can bring plan sponsor clients and prospects a modern and easy-to-follow benchmarking report.

What is Staying the same?

  • Product Price
  • Data Sources
  • Immediate Availability of Reports
  • Unlimited Quantity of Reports
  • Independent, Third Party Data by Fi360

What Happens Next?

Our team will reach out to you with your new username, password and link to the updated platform.

To learn more, contact [email protected] 

Have more questions? Submit a request