fi360 Toolkit
Care for every investor, made simple.
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.
Licensing & Deployment
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Cloud Hosted
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Web-based
Support
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Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Media
fi360 Toolkit Core Features
Focus of Investment Management Feature
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Risk Management
fi360 Toolkit Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
fi360 Toolkit Reviews
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