The new partnership is designed to expand RBC Dain’s reach and services in the institutional investing market, according to a press release. In addition to the IPS Generator, fi360 is providing the group complimentary access to its “Gold Toolkit’ of Web-based analytical, reporting, and assessment applications for six months, with a discount for those who wish to subscribe beyond the trial period.
The IPS Generator is an easy-to-use, Web-based application that creates custom investment policy statements for various client types, including committee- or participant-directed retirement plans, foundations and endowments, personal trusts, or individual investors, the announcement said.
Fi360’s Gold Toolkit of Web-based applications includes the fi360 Fiduciary Score rating system of mutual funds and ETFs, due diligence breakdown, monitoring reports, asset allocation optimizer, and more. A Silver Toolkit is also available with a new Platinum level planned for release in December.
For more information, visit www.rbcdain.com.