fi360 Toolkit Pricing Overview

fi360 Toolkit Pricing Key Insights

Last updated on Apr 09, 2026

Information about fi360 Toolkit pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase fi360 Toolkit must be conducted with the seller.

Rated 4.0 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

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fi360 Toolkit Alternatives Pricing

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

Product	Price	Features
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 while quickly 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 Topical planning Goals-based planning CoPlanner Client Portal Market-leading account aggregation Spending and budgeting tools Insights and data Secure file sharing and storage Business analytics Powerful integrations
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 2 custom dashboards Limited company snapshots Limited news

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