Fi360 Toolkit 2026: Benefits, Features & Pricing
- Overview
- Pricing and Plans
- Features
- User Reviews
Overview
Pricing
Starting at $200.00 per month
About Fi360 Toolkit
Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and track customers’ investment portfolios on a centralized platform.
Fi360 allows organizations to generate investment factsheets and utilize the search functionality to retrieve specific information from the repository. Professionals can compare multiple investment programs and generate monitoring reports. Additionally, users can also generate IPS reviews in compliance with industry regulations.
Fi360 Toolkit facilitates integration with various third-party wealth and retirement plan management systems, including Ameritas, ADP and more.
Fi360 Toolkit Screenshots

Fi360 Toolkit Pricing and Plans
Basic
$200.00
No plan information available
Fi360 Toolkit Features
- Popular features found in Investment ManagementAccountingBenchmarkingBonds/StocksClient ManagementCompliance TrackingFinancial ManagementFund ManagementInvestment ResearchModeling & SimulationPortfolio RebalancingRisk Management
- More features of Fi360 ToolkitFor Investment AdvisorsInvestments TrackingPerformance Metrics
Fi360 Toolkit User Reviews
Overall Rating
3.5
Ratings Breakdown
5
50%
4
0%
3
0%
2
50%
1
0%
Secondary Ratings
Ease of Use
4.0
Value for money
3.5
Customer support
3.0
Functionality
3.5
Have you used Fi360 Toolkit and would like to share your experience with others?
Isaac S.
Financial Services
10000+ employees
Used other for less than 2 years
Review sourceReviewed December 2018
fi360
5
Ratings Breakdown
Read More
Glenn H.
Financial Services
2-10 employees
Used monthly for more than 2 years
Review sourceReviewed October 2016
Browser Compatibility
2
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.
Ratings Breakdown
Read More
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