As a subscriber, you are already addressing your client and prospect expectations about how your
fees and services compare to those of other advisors. Now your Fee Benchmarker® account
becomes available on the Fi360 platform this December 2017.
- 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, call 412.504.0720, email Andrew.Ziolkowski@fi360.com or visit www.fi360.com