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Win and Retain More Business with Fi360 Software

Session Speakers
Session Description

Why Attend
Discover how Fi360’s Fiduciary Focus Toolkit™ can help you apply sound fiduciary processes to all areas of your practice to scale your business and improve compliance and client service. 

Session Details
How can you efficiently document your investing processes to reduce liability and comply with the new Fiduciary Rule?  A subject-matter expert will demonstrate how Fi360’s Fiduciary Focus Toolkit™ can help you win and retain more business while implementing prudent practices such as IPS development, quarterly investment monitoring, and investment research. You will also discover how the Fiduciary Focus Toolkit™ can create compelling proposal and client monitoring reports, while minimizing the time and effort required for documenting due diligence.

 

Additional Information
Not Available
Showcase Stage Presentation
30m
Session Schedule