Practice Management & Business Optimization Affinity Benefits

Resources that strengthen operational efficiency, provide business intelligence, and deliver cost-saving advantages to support long-term firm growth.

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Docupace
A digital platform that streamlines back-office workflows for financial firms, boosting efficiency, reducing risk and enhancing the client experience. FSI members receive 10% discounts on the PreciseFP and Hubly product lines.

InvestmentNews
A source of timely news, analysis and insights for financial advisors, covering key topics like practice management, regulation, retirement planning and technology to help them stay competitive and informed. FSI members receive a 50% discount on online and print subscriptions.

UNA
A group purchasing organization that helps businesses save money and boost purchasing power through pre-negotiated supplier contracts—competitive pricing with no fees or minimums, plus exclusive discounts and procurement solutions designed to support operational efficiency and bottom-line growth. Current discounts include: American Solutions for Business, Dell, FedEx, National Business Furniture, Office Depot, Ricoh, Shred-it and Toshiba.