“I first met Scott Revare, founder and CEO of CFFM, more than a year ago, and it became evident quite quickly that he had a similar corporate outlook to ours--one that’s very client-service-oriented,” Mueller says.
In particular, Mueller says, he looks forward to integrating CFFM solutions such as FirmPlus, an investment due diligence platform, as well as RFP Director, a research and RFP management platform, and Stable Value Navigator, a third product that offers data and insight about stable value funds along with an opportunity to compare advisers’ fund choices.
Pennsylvania, US-based fiduciary-related education and technology provider Fi360 has acquired Kansas, US-based Center investment management technology provider for retirement plan advisors Fiduciary Management (CFFM
), the company said.
is an academic teaching centre and as such has many learners from various disciplines (medicine, nursing, social work, pharmacy, chiropractic, optometry).
offers four flagship products that are widely used among financial advisors, including FiRMPlus, an investment due diligence platform, RFP director, a research and RFP management platform for providers, Stable Value Navigator, with data and insight on stable value funds along with an opportunity to compare products, and Fiduciary Pilot, which is a standardised, automated due diligence reporting platform.
This experience informed improvements that were made with the new clearinghouse award to the University of Minnesota Center for Farm Financial Management (CFFM