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Fi360 offers two distinct toolkits that are available with targeted features and approved applications for the specific needs of both advisors and service providers, respectively. Both offer the powerful, web-based software solution that provides advisors the analytical, management and reporting features needed to manage and document a prudent investment process and provide the following key benefits:
- Designed to meet a fiduciary standard of care, as defined in the Prudent Practices for Investment Fiduciaries handbook series and taught in fi360's Training programs
- The analysis and reporting within the toolkits represent a simple process that can be easily understood
- Competitively priced with unlimited and highly customizable output
- Available on-demand via a web-based platform
- Available as an individual or institution-level solution
Learn more about the toolkits and subscriber benefits
The fi360 Toolkit for Advisors is for firms directly responsible for managing client assets, including advisors, brokers, investment consultants and their support staff: relationship managers, client service representatives, administrators and interns.
Sign-up for a FREE TRIAL today!
The fi360 Toolkit for Service Providers is for those firms who do not directly manage client assets, but support and provide services to intermediaries, including wholesalers who work with advisors, service desk representatives who work with wholesalers or advisors and wholesalers who work with platforms.
Contact us for a FREE TRIAL today!
Features and Functions
Both Toolkits contain numerous features and functions, including:
- The well-known and highly-regarded fi360 Fiduciary Score® analysis
- Customizable Due Diligence Criteria and watch list management capabilities
- Flexible and diverse FINRA-reviewed reporting options
- A robust Investment Analyzer that facilitates the search for best-in-class results
- And much more!
New features: In 2011, a significant number of new features and upgrades were added to the Toolkits. To learn more about the enhancements, visit the release portal below.
Toolkit Comparisons
View the detailed toolkit comparison matrix to learn more about the platinum, gold, and silver subscription levels for the fi360 Toolkit for Advisors and the features and functions associated with each level.
If you are an investment service provider, please contact tools@fi360.com for more information about the fi360 Toolkit for Service Providers.
Benefits
The Toolkits offer many benefits to users and their clients, ranging from something a simple as on-demand, web-based access to the comfort of knowing that the software helps you to meet minimum fiduciary standards of care. Read about the benefits of using the Toolkits.
Webinars and Tutorials
Fi360 holds periodic, complimentary webinars to demonstrate the features and functions of the Toolkits. We also have Tutorials available to explain individual aspects of the toolkits in detail. Sign-up for a Webinar or Watch a Tutorial.
Report Samples
A variety of reports are available as output from the Toolkits. Reports are FINRA-reviewed and highly customizable. View report samples to see the breadth and depth of reporting options.
Pricing
The Toolkits are available at varying subscription levels to meet your needs, timeframe, and budget. Whether you focus exclusively on one part of the investment process or manage the entire investment process, we offer something for you. View the subscription levels to see all of the options available for the fi360 Toolkit for Advisors. For enterprise pricing details for the fi360 Toolkit for Service Providers, please contact Steve Rydzak by phone at 1-866-390-5080 x215..