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Introducing the Next Generation of fi360 Software: Helping Advisors Scale their Practice Using a Fiduciary Process

Session Speakers
Session Description

Why Attend

Find out how to stay on top of the U.S. Department of Labor’s latest fiduciary rule by using fi360 software to monitor your investment processes and scale them efficiently across your practice.

Session Details
See a demo of the Fi360 software and explore key features designed to help advisors profitably scale their practice using a fiduciary process.  The software enables advisors to minimize liability risks by establishing a custom investment policy statement that can be documented, followed, and reviewed on an ongoing basis.  Learn how to improve efficiency and minimize liability risks by documenting the process used to monitor investments and make investment changes. You’ll also learn how to create a compelling and impactful client monitoring report. 

Seating for this session is at capacity, however standing room is still available.

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule