Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products May 31, 2019
PCS Recordkeeping System Integrates Fi360 Toolkit
The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.
Reported by John Manganaro
PCS announced that its recordkeeping system now integrates with the Fi360 Toolkit, a web-based software solution that provides research, analytical and reporting services for advisers and their clients.
According to the firms, the integration allows advisers to access client data in their Fi360 Toolkit, with the goal of enabling them to streamline their business processes and better serve their clients’ needs.
Mark Klein, CEO of PCS, and Bill Mueller, Fi360 CEO, say this collaboration improves the adviser/client relationship using the best technology available.
The integration will allow advisers to access critical client data such as account information, balances, positions and history within the Fi360 Toolkit. It also will allow advisers to leverage client data to cut the time it takes to add and update client investments for review, flag investments on a watch list and review and comment on watch list investments.