(Exit Toolkit Comparison Matrix)
 
fi360 Toolkit Comparison Matrix

 
Platinum Toolkit
Gold Toolkit
Silver Toolkit
Reporting      
Monitoring Report (+)  
Due Diligence Breakdown (+)
Flash Report (+)
Investment Profile(s) (+)
Fund Comparison (+)
Proposal Report (+)    
Search Results (+)
Data Export (+)  
Batch Reporting (+)    
My Client Manager      
Overview (+)
Asset Allocation Optimizer (+)
IPS Generator (+)
Customizable Due Diligence Criteria (+)    
Holdings Center (+)
Investment Analyzer (+)
Custom Holdings (+)  
Watch List Management (+)  
Report Center (+)
Individual Tools      
Proposal Generator (+)    
Investment Analyzer (+)
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