Fi360 Toolkit
Fi360 Toolkit : Reviews, Pricing, Features & Alternatives
$2,400.00
Fi360 Toolkit is an Investment Management Software. Price : $ 2400,00. Review Fi360 Toolkit : Overview & Pricing
Fi360 Toolkit Overview : Features, Pricing, Reviews & Alternatives
Fi360 Toolkit is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Fi360 Toolkit is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management …
Fi360 Toolkit price starts from $ 2400,00 per year .
Cloud-based investment management software
What is Fi360 Toolkit ?
Cloud-based investment management software
What is the Fi360 Toolkit? Fi360 Toolkit is fiduciary management software that enables companies, investment advisers and consultants, brokers and their staff to do their jobs better by managing the finances and valuable assets of the clients they serve. Cette investment management solution based on the cloud with the permission to release the potential of the activities of the clients, to discover the opportunities or to maximize the value of the activities and the establishment of the significant and solid relations with the clients, the funds from the south the trust. Fi360 allows them to easily track funds, evaluate investment portfolios, prepare action plans and produce fiduciary reports.
Fi360 enables financial intermediaries to use prudent practices to profitably collect, increase and protect investors’ assets with a fiduciary standard of care. Our training, technology, and analytics make it easy to implement a thoughtful process for all clients every step of the way. The turnkey fiduciary management system is easy to use, easy to replicate and easy to understand. The fi360 Toolkit drives compliance, empowers users with better insights, and provides a differentiator that drives better, stronger customer relationships.
Fi360 Toolkit Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Fi360 Toolkit, and as you may have guessed from the title, this review will tell you more about Fi360 Toolkit’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Fi360 Toolkit Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
Fi360 Toolkit Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Fi360 Toolkit Features
Here is the list of the main features of this computer software :
– Client Management
– Compliance Tracking
– For Investment Advisors
– Fund Management
– Investments Tracking
– Payroll & Commissions
– Performance Metrics
– Risk Management
– Cloud Services
– Client Portal
– Risk Management
– Fund Management
– Investment Tracking
– Performance Metrics
– Investment Management Features
Main function & Pro Features
– Client Management
– Compliance Tracking
– For Investment Advisors
– Fund Management
– Investments Tracking
– Payroll & Commissions
– Performance Metrics
– Risk Management
– Cloud Services
– Client Portal
– Risk Management
– Fund Management
– Investment Tracking
– Performance Metrics
– Investment Management Features
Fi360 Toolkit Integrations
Fi360 Toolkit may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Fi360 Toolkit Pricing
The Fi360 Toolkit pricing plan starts from $ 2400,00 per year, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Fi360 Toolkit offers several pricing plans :
– Fi360 Toolkit : $ 2400,00 per year
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Free Trial | Start | Professional | Enterprise | Premium |
| $0 | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : $ 2400,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Fi360 Toolkit is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
fi360-toolkit is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat …
Hotline : Yes
Training options : Documentation, Live Online, Webinars …
Industry & Customers
Who use Fi360 Toolkit ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Company …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Large Company …)
Fi360 Toolkit Screenshots & Images : UI, dashboard …
Fi360 Toolkit Business Software Pricing
Fi360 Toolkit Features & Overview
Fi360 Toolkit Screenshot
Videos
Video #1
Video #2
Fi360 Toolkit Reviews
Here is our opinion on Fi360 Toolkit : this is a well known investment management software to discover .
Fi360 Toolkit User Reviews & Ratings
Online and customer reviews of Fi360 Toolkit software are quite plentiful and overall postitive :
Overall rating : 3,45
Value for money : 3,45
Functionality : 3,5
Usefulness : 3,4/5
Ease of use : 3,45
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
The main benefits of the Fi360 Toolkit are that it has a rating system that allows trustees to easily get an overview of funds and investments and offers powerful trustee reporting capabilities.
Popularity on social networks : 552 followers on Twitter
Your Customer Review on Fi360 Toolkit
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Fi360 Toolkit ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by BROADRIDGE, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit fi360.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Fi360 Toolkit is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Fi360 Toolkit Alternatives
If you’re understanding the drawbacks and you’re looking for a Fi360 Toolkit alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Fi360 Toolkit
– StockMarketEye
– eFront
– Financial Services Cloud
– Juniper Square
– MRI Software
You can also take a look at other business apps, like our Aurigo Masterworks Cloud review and our CloudAware review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Fi360 Toolkit when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
