Fi360 - Fiduciary education, data, solutions for fullfilling fiduciary duty.

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fi360 Toolkit Comparison Matrix
	Platinum Toolkit	Gold Toolkit	Silver Toolkit
Reporting
Monitoring Report (+)
Fee & Expense Report (+)
Model Portfolios 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 (+)
Model Portfolios (+)
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/ETFs (+)
Insurance Group Separate Accounts (+)
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.