The Platinum, Gold, and Silver Toolkits contain powerful, Web-based software that helps advisors manage a prudent investment process. The Toolkits contain numerous features and functions, such as:

• 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
• An Asset Allocation Optimizer that utilizes New Frontier Advisors’ patented Resampled Efficiency™ technique
• A robust Investment Analyzer that facilitates the search for best-in-class results
• And much more!

Toolkit Comparison Matrix
View the detailed toolkit comparison matrix to learn more about the Platinum, Gold, and Silver Toolkits and the features and functions associated with each level.

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 the minimum fiduciary standards defined by law. Read about the benefits of using the Toolkits.

Webinars and Tutorials
Fi360 holds periodic, complimentary Webinars to demonstrate the new and improved features and functions of the Platinum Toolkit. We have also begun to record Tutorials 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.