Fi360 has announced an updated version of its Fee Benchmarker, released in 2009. The tool allows advisors to access a database of retirement plan advisors, refine searches to advisors offering similar services and design data-driven reports. Advisors can use the tool to supplement reports with commentary.
The tool is available to institutions and individuals.
The latest version features integration with Fi360’s other tech platforms like the Fiduciary Focus Toolkit. Fi360 offers Fee Benchmarker in a bundle with the Toolkit.