fi360 Toolkit Reviews & Product Details

Information Technology Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

$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.

What do you dislike?

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.

Recommendations to others considering the product:

I've been using fi360 Toolkit for several years as an AIF and member of fi360. Until recently have not had many problems but while generating reports for the recent quarter I have experienced issues with opening a report that has been generated. In order to get reports to open from the Report Queue, I have to log out each time and log back in. I have cleared all issues on my end with temporary files, cache, etc. Contacted support and it was suggested that I use a browser other than Internet Explorer, such as Firefox. I don't know about anyone else but I certainly am not interested in having to use a different browser for every tool or software in my office. Internet Explorer is the most popular browser in the world. Doesn't make it the best and I know Microsoft has their issues, but that's the world we live in. If that is the "solution" we are going to get from fi360's tech team, not acceptable. Especially given the recent increase in the price of this software to its members which was better than a 30% increase with another increase expected at our next renewal. You can't increase the price while lowering the level of service. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are managing 401k Monitoring Reports, 401k proposals and 401k Investments. Review collected by and hosted on G2.com.

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fi360 Toolkit Overview

What is fi360 Toolkit?

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

fi360 Toolkit Details
Product Description

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.


Seller Details
Seller
fi360
Company Website
Year Founded
1999
HQ Location
Pittsburgh, PA
Twitter
@fi360
5,624 Twitter followers
LinkedIn® Page
www.linkedin.com
78 employees on LinkedIn®
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fi360 Toolkit Reviews

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Comparing mutual funds is the main use and this helps in many ways. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

11 criteria and it is very simple and straight forward 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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Fund due diligence. We use this report during client meetings. It also serves us well when wanting to compare particular sectors when looking to update our models. Review collected by and hosted on G2.com.

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CA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Load plans into the program for review. I was interested in comparing products (mutual funds). Review collected by and hosted on G2.com.

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UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Creating reports and watching fund/portfolio performance Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

This is easy to use and also easy for Clients to understand Review collected by and hosted on G2.com.

What do you dislike?

This is a robust service they helps navigate a complex topic Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It gives you a process to do a good job for clients. Review collected by and hosted on G2.com.

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