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fi360, Inc.

Phone: (412) 221-0292 Fax: (412) 221-3993 10 Emerson Ln Ste 801, Bridgeville, PA 15017 View Additional Email Addresses http://www.fi360.com


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Description

fi360 provides education, technology, certifications, research, and other support to financial professionals and investment fiduciaries who are managing assets on behalf of others. 


BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for fi360, Inc. include:

  • Length of time business has been operating
  • Complaint volume filed with BBB for business of this size
  • Response to 1 complaint(s) filed against business
  • Resolution of complaint(s) filed against business


Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 1
Total Closed Complaints 1

Customer Reviews Summary Read customer reviews

0 Customer Reviews on fi360, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: December 13, 2001 Business started: 08/24/2000
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Pennsylvania Department of Banking and Securities
17 N Second Street, Suite 1300, Harrisburg PA 17101
http://www.dobs.pa.gov
Phone Number: 800-722-2657
Fax Number: 717-787-8773
The number is 1385126.

Type of Entity

Corporation

Business Management
Mr. Blaine F Aikin, CEO Mr. J Richard Lynch, COO
Contact Information
Principal: Mr. Blaine F Aikin, CEO
Business Category

FINANCIAL SERVICES COMPUTER SOFTWARE PUBLISHERS & DEVELOPERS ESTATE PLANNING & MANAGEMENT ADULT & CONTINUING EDUCATION FINANCIAL PLANNING CONSULTANTS INVESTMENT ADVISORY SERVICE INVESTMENT SECURITIES MUTUAL FUNDS RETIREMENT PLANNING SERVICE

Alternate Business Names
Fiduciary360

Additional Locations

  • THIS LOCATION IS NOT BBB ACCREDITED

    10 Emerson Ln Ste 801

    Bridgeville, PA 15017 (412) 221-0292

X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.

Complaint Detail(s)

11/1/2013 Problems with Product/Service | Read Complaint Details
X

Additional Notes

Complaint: We purchased a software subscription from this company for $1,170.00/year for the period 11/28/12-13. (We were subscribers for many years.) We used it for only one Investment Consulting client. All the rest of our clients are GIPS Verification clients, & we do not need or use this software with the Verification clients. As of 08/18/13, we are no longer doing Investment Consulting. We are only doing GIPS Verification. We requested a refund for the period 08/19/13-11/28/13, 102/365 days x $1,170 = $326.96. The company has refused to give us a refund. In effect, this company is STEALING from clients who cancel their subscription because they don't need it any longer.

Desired Settlement: We would like a refund check for $326.96. Since we travel a lot to see clients, we would like an email from Fi360, Inc. telling us the day they mail the check, so that we can watch for it.

Business Response:

 

Our refund policy is clearly stated on our website. In short, we do not offer refunds on our software subscriptions: http://fa.fi360.com/fi360/fa/help/help_answers.jsp?Questionid=Question105&Source=FAQ.

 

Furthermore, the user had the option of shorter subscription periods, which would have resulted in a higher rate paid. During the 263 days the customer states they were using the product, they received the benefit of our annual subscription pricing, paying $1,170 for 365 days of service. The $1,170 they paid is a comparable amount to what they would have paid for 270 days if they had chosen more appropriate subscription lengths for their needs (pricing options for the Gold Version of the Toolkit can be found here: http://www.fi360.com/products-services/tools-overview/toolkit-for-advisors/toolkit-pricing):

·         Nine 30-day subscriptions * $140 = $1,260

·         Three 90-day subscriptions * $386 = $1,158

 

We will not be meeting the client’s request for a prorated refund for the portion of the subscription they did not take advantage of. We complied fully with our established policies and terms of service.

 

If you have any additional questions, please let me know.

 

Regards,

 

******* ** ****** ****

VP, Communications

###-###-####


Customer Review(s)

The customer review(s) below are un-filtered. These positive and negative reviews are not used in the calculation of the BBB Rating. If you wish to file a complaint and request a resolution to your issue please click here. This customer review section is not BBBs complaint resolution system. Customer Reviews are the subjective opinion of the individual who posted the review and not of Better Business Bureau. A customer review is not posted on a business if a BBB complaint on the same issue(s) is also filed. BBB cannot guarantee the accuracy of any customer review and is not responsible for the content of any customer review. Public comments are not customer reviews.

Customer Reviews Summary

0 Customer Reviews on fi360, Inc.
Positive Experience (0 reviews)
Neutral Experience (0 reviews)
Negative Experience (0 reviews)