Fi360, Inc

Fi360 is a Pittsburgh-based company that empowers financial intermediaries to effectively serve their clients and protect their assets with a fiduciary standard of care. Through their comprehensive learning and development programs, software technology solutions, and data analytics tools, Fi360 enables investment professionals to implement a prudent investment process and strengthen client relationships.

With a focus on providing a repeatable and easily managed process, Fi360's web-based software solution, the Fi360 Toolkit, offers analytical, management, and reporting features that help investment professionals administer and document their investment strategies. Additionally, Fi360 offers the Accredited Investment Fiduciary (AIF) Designation, which signifies a commitment to putting clients' best interests first and earning credibility in the marketplace.

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