01 — OVERVIEW·
About fi360
Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets. Since 1999, Fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the Fi360 Toolkit™ software, and Fi360 Fiduciary Score®. With extensive education, certification, software, and practice management offerings, Fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.
Specializations
Investment Management
02 — ANALYSIS·
4P SUGAR™ Quadrant
Scale 0 (lowest) to 100 (highest) · SUGAR™ by Bizoforce
About SUGAR Framework ↓
Bizoforce Inc. does not endorse any Service Provider, Vendor, Product, Platform, Solution, Partnership, Methodology, Technology or Service displayed or published on its website, and does not advise users to select services of those Providers with the highest or any other specified ratings or designations. Bizoforce research publications consist of the opinions of Bizoforce's Analysts and should not be construed as Statements of Fact. Bizoforce Inc. disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
03 — OFFERINGS·Products & Services
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