Fiduciary360 (fi360) has released its much anticipated Platinum Toolkit, the next-generation version of its web-based, analytical and reporting software for investment professionals. The highly regarded software provides users with the greatest measure of flexibility yet, arming advisors with the tools they need to adhere to the global fiduciary standards of excellence published in Fi360’s fiduciary handbook series. While fi360’s Fiduciary Score gives an independent evaluation of how well a fund meets a minimum set of due diligence criteria, Platinum Toolkit users now have the ability to choose from numerous data fields to evaluate funds according to the criteria they feel is most meaningful – in essence, creating their own Fiduciary Scores. In addition to the full slate of tools available to all subscribers (Silver, Gold and Platinum), the Platinum Toolkit offers the ability to customize the FINRA-reviewed monitoring reports and create investment policy statements; both of which employ custom due diligence criteria and utilize an easy-to-use proposal generator.

Fi360’s asset allocation optimizer now also includes the only provably effective portfolio optimization procedure in the world, the patented Resampled Efficiency technique and risk return estimates from New Frontier Advisors (NFA). Incorporating NFA’s processes into the fi360 asset allocation optimizer allows for more realistic use of investment information and results in more effective asset allocations than comparable modern portfolio tools. Resampled Efficiency has outperformed current optimizers in rigorous testing and addresses the limitations of traditional asset allocation tools by statistically treating risk-return estimates consistent with investor uncertainty.

Fi360 Tools are organized using the updated My Client Manager interface, which allows users to flow data through all four steps of the standard investment management process: organize, formalize, implement and monitor. Starting with the input of basic information about the client, advisor and related parties, to creating the optimal asset mix and investment policy statement (IPS); to the selection of investment vehicles and the ongoing monitoring of those investments, data is integrated seamlessly between tools to reduce errors and increase efficiency in managing the investment process. In addition to improvements in the customization options and user friendliness of fi360 Tools, the recent enhancements offer improved results.

This BeyeNETWORK news item contains information from a recent press release by the company mentioned.

SOURCE: Fiduciary360 Enhances Analytical and Reporting Software