fi360 Toolkit Reviews & Product Details

The platform provides powerful analytics and data-driven insights, allowing advisors to make informed investment decisions. Its fiduciary score and monitoring tools enable continuous evaluation of portfolios, aligning them with fiduciary best practices. Review collected by and hosted on G2.com.

The fi360 Toolkit is a premium product, and its pricing might be a barrier for individual advisors with limited resources like me. Although the platform offers significant value, the cost could deter advisors who don’t work with high-volume or high-net-worth clients. Review collected by and hosted on G2.com.

Diverse Analysis Tool: Offers a range of tools for in-depth investment assessment.

Focused on Fiduciary Duty: Specifically designed to support fiduciary responsibilities and compliance monitoring. Review collected by and hosted on G2.com.

Limited Integration: Integration capabilities with other financial software or platforms may be limited, leading to potential workflow disruptions and data management challenges.

Steep Learning Curve: The complexity of some features may result in a steep learning curve for new users, requiring additional time and resources for training and proficiency development. Review collected by and hosted on G2.com.

I love the analytics fi360 has the ability to calculate. Review collected by and hosted on G2.com.

The deliverables are not client friendly Review collected by and hosted on G2.com.

fi360 Toolkit aids in meeting regulatory requirements and making informed decisions for investors also supporting fiduciary practices. This toolkit offers customization too that can be altered based on our preferences which makes it easy to use. They offer a great customer support and also provides many educational resources for managing investments and also staying up to date with regulatory standards. With the comprehensive resources, it is easier to implement and helps to navigate the software effectively. Review collected by and hosted on G2.com.

Nothing much. The toolkit's good and had a good impression for me. Review collected by and hosted on G2.com.

the toolkit used for service providers and access to alternative asset classes Review collected by and hosted on G2.com.

Security can be improved since huge funds are involved of various institutions Review collected by and hosted on G2.com.

Plain and clear analysis of investment vehicles. With the fi360 Toolkit, you are able to make sample investment packages and compare them against each other. Review collected by and hosted on G2.com.

Takes time to get used to the layout and functionality of the website. At first, it feels like an older website. Review collected by and hosted on G2.com.

11 criteria and it is very simple and straightforward to use. The reports are very easy to use. The client is able to understand it easily. In the future, we may add the benchmarking feature. Review collected by and hosted on G2.com.

I wish there were more columns to set more criteria. I'd like to be able to have more columns to view before generating the report. Review collected by and hosted on G2.com.

$2400 – Yearly Subscription, Monthly Data Updates, Fee Disclosure Solution which costs an additional fee to use and you also get one base license. There are other things that I really like about this product such as Fi360 Fiduciary Score® analysis, Customizable Due Diligence Criteria and watch list management capabilities and also Flexible and diverse FINRA-reviewed reporting options. It is easy to understand and use and produces a variety of useful reports clients can understand. Review collected by and hosted on G2.com.

I do dislike the fact that there a few features that require you pay an additional fee which should come bundled within the $2400 Yearly Subscription. Tech issues and compatibility and i also expected better given they have increased our cost so dramatically. Review collected by and hosted on G2.com.

Good information. There was a good amount of detailed information about retirement plans and products Review collected by and hosted on G2.com.

It was not intuitive. The interface needs updating Review collected by and hosted on G2.com.

The ability to compare current portfolios to new proposals. Review collected by and hosted on G2.com.

That there is no data push from vendors to automatically update fund performance. Review collected by and hosted on G2.com.