The Fi360 Fiduciary Score® is an easy-to-understand method for objectively comparing peer investments and determining their overall fiduciary appropriateness. It’s a ready-made solution for due diligence that can help advisors demonstrate a prudent investment selection and monitoring process.
TD Ameritrade knows that advisor technology is not a one-size-fits-all proposition. The TD Ameritrade Veo One platform brings advisors’ existing Veo Integrated third-party technology applications onto one platform to offer a complete view of their clients and your business.
FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.
55ip has custodial relationships with industry-leading custodians for seamless account-level data transfer and trading.