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fi360 Toolkit description
fi360 Toolkit is a web-based software designed for financial professionals managing investments. It helps users implement and demonstrate a "prudent" investment process through features like investment analysis, portfolio management, and reporting. It's designed to simplify compliance with industry best practices and fiduciary standards, particularly for advisors working with individual clients.
Who is fi360 Toolkit best for
fi360 Toolkit helps financial professionals manage investments and demonstrate a prudent investment process. It streamlines compliance with fiduciary standards, especially for advisors working with individual clients. The toolkit offers investment analysis, portfolio management, and reporting tools.
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Ideal for small to medium-sized financial advisory firms (1-1000 employees).
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Best fit for the financial planning and investment management industry.
fi360 Toolkit features
Supported The toolkit offers features for investment analysis, portfolio management, and reporting, simplifying compliance with industry best practices and fiduciary standards. |
Supported The software is designed to help advisors implement and demonstrate a "prudent" investment process. |
Supported The toolkit helps simplify compliance with industry best practices and fiduciary standards, particularly for advisors working with individual clients. |
Supported Fi360 provides data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations. |
Supported Fi360 offers learning and development programs designed to empower financial professionals with knowledge to serve clients and grow their business. |
fi360 Toolkit pricing
The commentary is based on 2 reviews from fi360 Toolkit G2 reviews.
Fi360 Toolkit offers yearly subscriptions with monthly data updates. Some reviewers mention a yearly cost of $2400, with additional fees for certain features like fee disclosure solutions. While the pricing has seen increases, some users find it financially beneficial.
See the fi360 Toolkit pricing page.
fi360 Toolkit alternatives
Orion Risk IntelligenceUncover hidden investment risks, stress test portfolios, find opportunities.Read more
RightCapitalInteractive financial planning tools empowering client-advisor collaboration.Read more
fi360 Toolkit FAQ
fi360 Toolkit is web-based software designed for financial professionals who manage investments. It facilitates a prudent investment process, aiding in investment analysis, portfolio management, reporting, and compliance with fiduciary standards. It's particularly useful for advisors working with individual clients.
What is fi360 Toolkit and what does fi360 Toolkit do?
fi360 Toolkit is web-based software designed for financial professionals who manage investments. It facilitates a prudent investment process, aiding in investment analysis, portfolio management, reporting, and compliance with fiduciary standards. It's particularly useful for advisors working with individual clients.
fi360 Toolkit integrations are not explicitly described in the provided data. Therefore, I cannot elaborate on specific integrations with other tools. Contact fi360 directly for detailed integration information.
How does fi360 Toolkit integrate with other tools?
fi360 Toolkit integrations are not explicitly described in the provided data. Therefore, I cannot elaborate on specific integrations with other tools. Contact fi360 directly for detailed integration information.
Top alternatives to fi360 Toolkit include Aumni for portfolio insights, Addepar for investment management, and Confluence for team collaboration. Other competitors are AlphaSense, Cake Equity, and Quicken.
What the main competitors of fi360 Toolkit?
Top alternatives to fi360 Toolkit include Aumni for portfolio insights, Addepar for investment management, and Confluence for team collaboration. Other competitors are AlphaSense, Cake Equity, and Quicken.
Yes, fi360 Toolkit is a legitimate web-based software designed for financial professionals. It facilitates implementing a prudent investment process, aiding compliance with fiduciary standards. It's trusted by many users for investment analysis, portfolio management, and reporting.
Is fi360 Toolkit legit?
Yes, fi360 Toolkit is a legitimate web-based software designed for financial professionals. It facilitates implementing a prudent investment process, aiding compliance with fiduciary standards. It's trusted by many users for investment analysis, portfolio management, and reporting.
I cannot find pricing details for fi360 Toolkit. Contact fi360 directly to determine product pricing and if the toolkit is worth the investment for your needs.
How much does fi360 Toolkit cost?
I cannot find pricing details for fi360 Toolkit. Contact fi360 directly to determine product pricing and if the toolkit is worth the investment for your needs.
Customer reviews of fi360 Toolkit are mixed. While some praise its customization options and educational resources, others have reported technical issues, especially with report generation, and expressed concerns about recent price increases coupled with a perceived decline in service quality.
Is fi360 Toolkit customer service good?
Customer reviews of fi360 Toolkit are mixed. While some praise its customization options and educational resources, others have reported technical issues, especially with report generation, and expressed concerns about recent price increases coupled with a perceived decline in service quality.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.