Founded in 1999, fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors' assets. The company provides professional development, training, and software solutions, most notably the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant® (PPC®) designations. Its mission is to bring a culture of fiduciary responsibility to the investment management industry. In 2019, fi360 was acquired by Broadridge Financial Solutions, Inc. and now operates as part of its wealth management division, continuing to offer its core fiduciary education and technology tools to the financial services industry.

Founded in

United States