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Fi360 Toolkit REVIEW

Business Process Management Software

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What is Fi360 Toolkit?

Fi360 Toolkit is a web-based investment management software which is exclusively designed to provide a fiduciary management solution to those types of firms and  investment professionals whose primary role and duty is  the managing of client assets which include investment advisors, investment consultants, brokers, as well as the their support staff. As part of Fi360’s two investment tools, where the other one is built for non-fiduciary professionals, Fi360 Toolkit For Advisors is described as an investment solution that is easy to understand, easy to use, and easy to replicate.

The fiduciary management software is offering feature-rich reporting and analytical capabilities that aid investment advisors and fiduciaries to improve their decision making processes which define the bond,trust,  and responsibilities they have with their clients. Moreover, it streamlines one of the primary duties of fiduciaries which is to document a prudent investment process. Fi360 Toolkit For Advisors aims to enable investment professionals, firms, and institutions help their clients to adapt to the best investment practices and implement fiduciary principles through effective and efficient monitoring of funds, analyzing investment portfolios, and establishing action plans that are driven by robust and responsible fiduciary reports.

Overview of Fi360 Toolkit Benefits

A prominent feature of Fi360 For Advisors is its usage and application of the scoring system for monitoring and selecting of funds and investments called the Fi360 Fiduciary Score. This scoring system which is used to calculate score for open end mutual funds, ETFs or exchange-traded-funds, and Group Retirement Plan Annuities or GRPAs works by allowing users to analyze each fund or investment within a peer group based on the criteria and thresholds set in the Fi360 Fiduciary System. These criteria and thresholds include regulatory oversight, minimum track record, stability of the organization, assets in the investment, composition consistent with the asset class, style consistency, expense ratios  or fees relative to peers, risk adjusted performance relative to peers, and performance relative to peers.

To better understand these criteria and thresholds Fi360 has provided some basic details on them. Under the regulatory oversight, the scoring system doesn’t calculate investments that are unregistered,  and the investments should be having at least three years of history in order for them to be calculated and scored for the minimum track record criteria. For stability scoring, it requires at least two years of placement for  the same portfolio management team.

Meanwhile, the assets being managed in the investment should be at  least $75 million across all share classes. This is the requirement for the assets in the investment. Composition consistent with the  asset class means that 80% of the underlying securities of the investment with the broad asset class while style consistency requires a high  correlation of the product to the asset class investment option. For expense ratios, the product’s fees should not appear in the bottom quartile of the peer group. Sharpe ratio and alpha are used to calculate the product’s  risk-adjusted performance relative to peers and should be above the median manager’s risk-adjusted performance of the peer group. The last criteria is performance relative to peers and the score here is calculated based on the product’s performance which should be above the peer’s group median manager return for for 1-, 3-, and 5-year cumulative

Then, each fund and investment is  scored against  each of the criterion  and a raw score is calculated after all the scores from the criteria are combined to be translated to a percentile ranking for the given investment within a peer group. This feature of Fi360 For Advisors is very useful since the  criteria can be applied not only for current investments but also use to win new clients by putting their funds into a watch list or by comparing their current investment portfolio to a proposed portfolio that has been evaluated using Fi360 Scoring System.

Another feature of Fi360 For Advisors is that its fund and investment capability allows users to create custom criteria and they can add 15 criteria points. Furthermore, they can manage their funds both in global and micro-level scale. The software also generates visual reports showing an easy to understand illustration that represents their investments, funds, assets in the investments  and how they are doing. Termed as the Fi360 Scatter Plot reporting, this type of reporting enables users to show their clients investment reports in a simplified manner. Furthermore, it also promotes an opportunity to present the positive points and advantages of proposed investment portfolios.

Overview of Fi360 Toolkit Features

  • Criteria for due diligence
  • Analysis of Fiduciary Score
  • Reporting options that are FINRA-reviewed
  • Investment analyzer
  • 401k & individual monitoring report
  • Summary of firm level watch list
  • 401(k) & individual proposal
  • 401(k) & individual investment policy statement
  • Investment fact sheet
  • Investment profile
  • Investment comparison
  • Model portfolios report
  • Model factsheet

Fi360 Toolkit Position In Our Categories

Position of Fi360 Toolkit in our main categories:


Fi360 Toolkit is one of the top 500 Business Process Management Softwareproducts


Fi360 Toolkit is one of the 500
Business Process Management Software products

If you are considering Fi360 Toolkit it may also be sensible to investigate other subcategories of Best Business Process Management Software listed in our database of B2B software reviews.

Companies have different needs and requirements and no software application can be perfect in such a scenario. It is futile to try to find a perfect out-of-the-box software system that fulfills all your business wants. The intelligent thing to do would be to adapt the application for your special needs, employee skill levels, finances, and other elements. For these reasons, do not hasten and pay for well-publicized trendy solutions. Though these may be widely used, they may not be the best fit for your particular needs. Do your research, check out each short-listed platform in detail, read a few Fi360 Toolkit reviews, speak to the maker for explanations, and finally choose the app that provides what you require.

How Much Does Fi360 Toolkit Cost?

Fi360 Toolkit Pricing Plans:
Free trial
Fi360 Toolkit
$2400 Yearly Subscription

Fi360 Toolkit offers a single enterprise pricing plan for all users. Here are the details:

  • $2400 – Yearly Subscription
  • Monthly Data Updates
  • Fee Disclosure Solution (Additional Fee)
  • One Base License – One Advisor Login, One Admin Login

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Fi360 Toolkit reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Fi360 Toolkit. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?


What are Fi360 Toolkit pricing details?

Fi360 Toolkit Pricing Plans:
Free trial
Fi360 Toolkit
$2400 Yearly Subscription

Fi360 Toolkit offers a single enterprise pricing plan for all users. Here are the details:

  • $2400 – Yearly Subscription
  • Monthly Data Updates
  • Fee Disclosure Solution (Additional Fee)
  • One Base License – One Advisor Login, One Admin Login

What integrations are available for Fi360 Toolkit?

Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica

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