Getting Started with Models

Benchmark your investment models using an independent, client friendly report.

  • Uploads to facilitate easy creation of many models at once
  • Fi360 Fiduciary Score® for your overall model
  • Choose how you want to show your model
    • Hypothetical calculations for a quick model analysis
    • Historical model calculations available for a more complete and accurate analysis

Creating Model Factsheets from Fi360 on Vimeo.

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