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Advance your Fiduciary Practice with Fi360 Software

Session Speakers
Session Description

Why Attend
Gain insight into how your firm can easily apply sound fiduciary processes to improve client service and generate new business.

Session Details
Fi360’s Fiduciary Focus Toolkit provides investment analysis and monitoring, client reporting, and professional report generation to help advisory firms drive efficiency, improve their credibility with clients, and secure new business. During a practical-application session, you’ll see a live demo and learn about integration with Schwab. Find out how to quickly produce reports that resonate with clients and prospects alike, and gain a better understanding of how other advisory firms are enhancing their practices with a fiduciary process.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us at our booth.

Additional Information
Not Approved for Credit
Showcase Stage Presentation
30m
Session Schedule