Integration allows advisors to access MATC client data from within the fi360 Toolkit
Retirement plan accounts held in custody at Mid Atlantic Trust Company (MATC) are now integrated with fi360’s Toolkit. The integration allows advisors to access retirement plan client data in their fi360 Toolkit, further enabling them to streamline their business processes.
“What a great solution fi360 and Mid Atlantic Trust Company have put together. At Mid Atlantic Trust Company, we have over 10,000 financial professionals accessing our platform. For the great number of those that use fi360 imagine the relief they just realized knowing that the plan reporting can now be automated. Just think of the time savings,” quotes Tim Friday, president of Mid Atlantic Trust Company.
The fi360 Toolkit web-based software provides research, analytical, and reporting services for all client types, including high net worth individuals and families, endowments, trusts, plan sponsors, etc. Whether you’re selecting new funds, monitoring an existing line up, or building client-friendly reports, the fi360 Toolkit can help optimize and solidify your investment management process so you can spend more time winning new business.
“Providing our clients with direct access to client data from within the Toolkit allows them to spend less time on manual processes and more time with their clients,” said fi360 CEO Blaine Aikin.
The integration will now allow you to:
- Access critical client data with the fi360 Toolkit such as:
- Account information
- Leverage your client data to decidedly cut the time it takes to:
- Add and update client investments for review
- Flag investments for your watch list
- Review and comment on watch list investments
Current Clients: For more information on the integration, please contact fi360 support at firstname.lastname@example.org.
Prospective Clients: For more information or to schedule a live demo of the fi360 Toolkit, please contact fi360 sales at (866) 390-5080 or email@example.com.