RIA services: White-label Service

Add your brand to FPI client-facing tools

Use the latest FPI tools and technology to add value to your firm—all with the cohesive branding your clients have come to know and trust.

RIAs can now co-brand FPI’s client-facing materials, including the Composite Performance Report, OnTarget Investing website, and OnTarget Proposal. Each one of these sophisticated tools helps you develop appropriate and effective client investment plans while also illustrating your firm’s added value. For example, the OnTarget Investing process helps you and your clients set and maintain realistic investment expectations, delivering a customized, personal benchmark for their portfolio or strategy in an easy-to-read format.

Co-Branding Guide Download