fi360 Toolkit

By Broadridge Financial Solutions

Unclaimed Profile

Claim fi360 Toolkit profile for Free

Your G2 page is often the first place buyers evaluate you. Take control of how your brand shows up.

WHAT YOU UNLOCK

Control your profile

Update logo, screenshots, pricing info

Engage with customers

Respond to reviews, build trust with prospects

See buyer activity

Track who’s viewing, understand engagement

Collect reviews

Create landing page and collect reviews

Sellers who actively manage their G2 profile build more trust and convert more buyers

4.0 out of 5 stars
3 star
0%
2 star
0%
1 star
0%

How would you rate your experience with fi360 Toolkit?

fi360 Toolkit Pricing Overview

Claim your profile now

fi360 Toolkit Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Betterment at Work
Essential
$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Dedicated Onboarding specialist
  • Simple payroll integrations with Gusto, Trinet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Scheduled phone and email support for plan administrators
  • Getting started webinars and emails for employees
eMoney
eMoney Plus
Free Trial1 User Per Year
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need:
  • to be able to quickly create a plan
  • a solution to serve clients with basic planning needs
  • a scalable, personalized client experience
Koyfin
Free
$0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • My Portfolio
  • Advanced charting
  • Market & macro dashboards
  • 2 watchlists & 2 screens

Various alternatives pricing & plans

Pricing information for the above various fi360 Toolkit alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
fi360 Toolkit Comparisons
Product Avatar Image
fi360 Toolkit