 |
|||||
|
|
|||||
 |
|||||
|
|||||
 |
|||||
| fi360 Toolkit Comparison Matrix |
||||
 |
Platinum Toolkit
|
Gold Toolkit
|
Silver Toolkit
|
|
| Reporting | ||||
| Monitoring Report (+) |  |
|
||
| Fee & Expense Report (+) | |
|
||
| Plan/Portfolio Snapshot (+) | |
|
||
| Due Diligence Breakdown (+) | |
|
|
|
| Flash Report (+) | |
|
|
|
| Investment Profile(s) (+) | |
|
|
|
| Fund Comparison (+) | |
|
|
|
| Proposal Report (+) | |
|||
| Search Results (+) | |
|
|
|
| Data Export (+) | |
|
||
| Batch Reporting (+) | |
|||
| Historical Reporting (+) | |
|||
| My Client Manager | ||||
| Overview (+) | |
|
|
|
| Asset Allocation Optimizer (+) | |
|
|
|
| IPS Generator (+) | |
|
|
|
| Customizable Due Diligence Criteria (+) | |
|||
| Holdings Center (+) | |
|
|
|
| Client Holdings Import (+) | |
|
|
|
| Investment Analyzer (+) | |
|
|
|
| Custom Holdings (+) | |
|
||
| Watch List Management (+) | |
|
||
| Report Center (+) | |
|
|
|
| Individual Tools | ||||
| Proposal Generator (+) | |
|||
| Investment Analyzer (+) | |
|
|
|
| Custom Universe (+) | |
|||
| Asset Allocation Optimizer (+) | |
|
|
|
| SAFE (+) | |
|
|
|
| Fund Family Fiduciary Rankings™ (+) | |
|
|
|
| Performance Measurement Indexes (+) | |
|
|
|
| Client Service Materials (+) | |
|
||
| Data Universes | ||||
| Mutual Funds (+) | |
|
|
|
| Exchange-Traded Funds (+) | |
|
|
|
| Separate Account Managers (+) | |
|
||
| Variable Annuity Subaccounts (+) | |
|
||
| Annual Pricing* | $1,375 | $975 | $675 | |
| *Discounts are available for fi360 designees and other corporate partners. Monthly, quarterly and semi-annual subscriptions are available. Visit the Toolkits Pricing section for more details. |
| Copyright © Fiduciary360, LLC | LEGAL | Design: Exit 46 |