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.


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2 Reviews of Fi360 Toolkit

Overall rating

3.5 / 5 stars

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December 2018

Isaac from Ameriprise financial

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2018

fi360

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!

October 2016

Glenn from Wealth Management Advisers, LLC

Company Size: 2-10 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

1.0

Functionality

2.0

October 2016

Browser Compatibility

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.

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.