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Fi360 Toolkit
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management software
Table of Contents
Fi360 Toolkit - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Fi360 Toolkit overview
What is Fi360 Toolkit?
Fi360 Toolkit is a cloud-based investment management software designed for fiduciary and non-fiduciary professionals, including investment brokers, consultants, and financial advisors. Supervisors can analyze investment portfolios and generate IPS using predefined templates whilst ensuring compliance with industry regulations.
Fi360 Toolkit allows organizations to store investment details in a centralized database and generate monitoring reports to gain an overview of investment changes, scores, and suggestions. Managers can generate investment factsheets and compare various investment plans. It also lets users generate various types of reports about proposals, cost & services, model portfolios, and more.
Fi360 Toolkit enables businesses to integrate the platform with various third-party applications, such as ADP, Ameritas, Securian, Verisight, and more.
Starting price
per month
Fi360 Toolkit’s user interface
Fi360 Toolkit reviews
Overall rating
3.5
/5
2
Positive reviews
50
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend5.5/10
5
4
3
2
1
1
0
0
1
0
Fi360 Toolkit's features
Features rating:
Fi360 Toolkit alternatives
Fi360 Toolkit
Starting from
200
Per month
Morningstar Direct
Starting from
No pricing info
Exirio
Starting from
No pricing info
Human Interest
Starting from
No pricing info
Fi360 Toolkit pricing
Value for money rating:
Starting from
200
Per month
Flat Rate
User opinions about Fi360 Toolkit price and value
Value for money rating:
Fi360 Toolkit support options
Typical customers
Platforms supported
Support options
Training options
Fi360 Toolkit FAQs
Fi360 Toolkit has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Fi360 Toolkit support?
Fi360 Toolkit supports the following languages:
English
Q. Does Fi360 Toolkit offer an API?
No, Fi360 Toolkit does not have an API available.
Q. What level of support does Fi360 Toolkit offer?
Fi360 Toolkit offers the following support options:
Chat