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Fi360 Toolkit
5
1
4
0
3
0
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based investment management software
Last updated: September 2026
Fi360 Toolkit Alternatives & Competitors (2026)
Top 7 free alternatives
Yardi Investment Manager
Increase investor confidence and team efficiency
0.5
Value for money
No pricing info
Starting price
0.3
Functionality
Client Portal
4.2/5
Client Management
4/5
Activity Dashboard
3.5/5
Top Features
Compliance Tracking
N/A
For Investment Advisors
N/A
Fund Management
N/A
Sharesight
Investment portfolio tracking & reporting
1.0
Value for money
No pricing info
Starting price
0.2
Functionality
Financial Management
3/5
Data Import/Export
2/5
Cryptocurrency Tracking
1/5
Top Features
Compliance Tracking
N/A
For Investment Advisors
N/A
Fund Management
N/A
0.3
Value for money
No pricing info
Starting price
0.7
Functionality
Financial Management
5/5
Financial Analysis
4.5/5
Investments Tracking
4.2/5
Top Features
Compliance Tracking
N/A
Fund Management
N/A
Performance Metrics
N/A
1.1
Value for money
Starting price
1.1
Functionality
Access Controls/Permissions
5/5
Activity/News Feed
4/5
A/B Testing
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
0.9
Value for money
No pricing info
Starting price
1.0
Functionality
Access Management
5/5
Age Verification
5/5
AML Compliance
5/5
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.3
Value for money
Starting price
1.0
Functionality
Client Portal
4.9/5
Alerts/Notifications
4.8/5
Client Management
4.8/5
Top Features
For Investment Advisors
N/A
Fund Management
N/A
Investments Tracking
N/A
1.0
Value for money
Starting price
0.7
Functionality
Cash Flow Management
4.8/5
Alerts/Notifications
4.6/5
Bank Reconciliation
4.2/5
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
0.4
Value for money
Starting price
0.6
Functionality
Accounting
4.5/5
Amortization Schedule
4/5
Alerts/Notifications
2/5
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.1
Value for money
Starting price
1.1
Functionality
Activity Dashboard
4.8/5
Client Management
4.8/5
Benchmarking
4.8/5
Top Features
For Investment Advisors
N/A
Fund Management
N/A
Investments Tracking
N/A
1.3
Value for money
Starting price
1.2
Functionality
Accounting
5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
0.2
Value for money
No pricing info
Starting price
0.7
Functionality
Activity Dashboard
5/5
Approval Process Control
5/5
Audit Trail
5/5
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.1
Value for money
Starting price
1.0
Functionality
Accounting
4.5/5
Access Controls/Permissions
N/A
Accounting
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
0.7
Value for money
No pricing info
Starting price
0.6
Functionality
Access Controls/Permissions
N/A
Accounting
N/A
Activity Dashboard
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
0.2
Value for money
No pricing info
Starting price
0.6
Functionality
Alerts/Notifications
4.5/5
Benchmarking
4/5
Bonds/Stocks
4/5
Top Features
For Investment Advisors
N/A
Fund Management
N/A
Investments Tracking
N/A
0.4
Value for money
Starting price
0.9
Functionality
Categorization/Grouping
3/5
Activity Dashboard
N/A
Ad hoc Analysis
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.4
Value for money
Starting price
1.0
Functionality
Compliance Tracking
5/5
Compliance Management
4.7/5
Cap Table Management
4.5/5
Top Features
Client Management
N/A
For Investment Advisors
N/A
Fund Management
N/A
1.3
Value for money
Starting price
1.2
Functionality
Activity Dashboard
4/5
Access Controls/Permissions
N/A
Activity Dashboard
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.5
Value for money
Starting price
1.5
Functionality
Accounting
5/5
Accounting
N/A
Activity Dashboard
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A
1.5
Value for money
No pricing info
Starting price
1.5
Functionality
Accounting
N/A
Activity Dashboard
N/A
Alerts/Notifications
N/A
Top Features
Compliance Tracking
N/A
For Investment Advisors
N/A
Fund Management
N/A
3.5
Value for money
No pricing info
Starting price
3.5
Functionality
Activity Dashboard
N/A
Financial Analysis
N/A
For Investors & Traders
N/A
Top Features
Client Management
N/A
Compliance Tracking
N/A
For Investment Advisors
N/A