---
title: 360 Portfolio Reviews
meta_title: '360 Portfolio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how 360 Portfolio works for a business like yours.
date_modified: '2026-04-02'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 360 Portfolio Reviews
**Vendor:** 360factors  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)
## About 360 Portfolio
360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.






- [View 360 Portfolio pricing details and edition comparison](https://www.g2.com/products/360-portfolio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-01+08%3A52%3A11+-0500&secure%5Bsession_id%5D=e30289d3-539a-43d3-b35b-b7117a1e2483&secure%5Btoken%5D=82f10583423739232579f998603d2332ae36ff9b5015afb943f2ed1579662de5&format=llm_user)

## 360 Portfolio Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

## Top 360 Portfolio Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (547 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (423 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)