Through a collaboration agreement with fi360, Charles Schwab Retirement Business Services advisors will have access to a customized version of the fi360 toolkit that is directly integrated into the Schwab Retirement Center technology platform. fi360 also will be conducting custom Accredited Investment Fiduciary training events for Schwab retirement plan advisors.
The technology project will allow Schwab advisors to leverage fi360′s online investment management tool created to support advisors' management of client portfolios and documentation of a prudent investment process.
Integration with the Schwab advisor interface will:
|- Automatically update plan and portfolio data
- Manage client records
- Develop, document, and track client investments
- Develop and test asset allocations
- Generate proposals
- Comply with 408(b)(2) fee disclosure regulations
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