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Fi360 Toolkit

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Overview

Fi360 Toolkit 2026: Benefits, Features & Pricing

On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Fi360 Toolkit
Fi360 Toolkit
3.5
(2)

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

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Fi360 Toolkit Pricing and Plans

Starting price: $200.00 per month
Free Trial
Free Version

Basic

$200.00

flat rate, per month

No plan information available

    Fi360 Toolkit Features

    • Popular features found in Investment Management
      Accounting
      Benchmarking
      Bonds/Stocks
      Client Management
      Compliance Tracking
      Financial Management
      Fund Management
      Investment Research
      Modeling & Simulation
      Portfolio Rebalancing
      Risk Management
    • More features of Fi360 Toolkit
      For Investment Advisors
      Investments Tracking
      Performance 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?

    IS

    Isaac S.

    Financial Services

    10000+ employees

    Used other for less than 2 years

    Review source

    Reviewed December 2018

    fi360

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I've used this for my work as a financial advisor. It is a software to use to compile results on performance, risk level, etc on multiple investment options and see them all compared on a single page. It's really nice, super helpful!
    Cons:
    The report is a little bland to look at as far as color, but if you can handle that, it's easy to read!

    Read More

    GH

    Glenn H.

    Financial Services

    2-10 employees

    Used monthly for more than 2 years

    Review source

    Reviewed 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

    3
    Ease of use
    2
    Value for money
    1
    Customer support
    2
    Functionality
    icon
    Pros:
    Easy to understand and use and produces a variety of useful reports clients can understand.
    Cons:
    Tech issues and compatibility. Expect better given they have increased our cost so dramatically.

    Read More

    Showing 1 - 2 of 2 Reviews

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