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| fi360 Toolkit Comparison Matrix |
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Platinum Toolkit
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Gold Toolkit
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Silver Toolkit
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| Reporting | ||||
| Monitoring Report (+) |  |
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| Due Diligence Breakdown (+) | |
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| Flash Report (+) | |
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| Investment Profile(s) (+) | |
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| Fund Comparison (+) | |
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| Proposal Report (+) | |
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| Search Results (+) | |
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| Data Export (+) | |
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| Batch Reporting (+) | |
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| My Client Manager | ||||
| Overview (+) | |
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| Asset Allocation Optimizer (+) | |
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| IPS Generator (+) | |
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| Customizable Due Diligence Criteria (+) | |
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| Holdings Center (+) | |
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| Investment Analyzer (+) | |
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| Custom Holdings (+) | |
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| Watch List Management (+) | |
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| Report Center (+) | |
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| Individual Tools | ||||
| Proposal Generator (+) | |
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| Investment Analyzer (+) | |
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| Asset Allocation Optimizer (+) | |
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| SAFE (+) | |
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| Fund Family Fiduciary Rankings™ (+) | |
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| Performance Measurement Indexes (+) | |
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| Client Service Materials (+) | |
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| Data Universes | ||||
| Mutual Funds (+) | |
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| Exchange-Traded Funds (+) | |
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| Separate Account Managers (+) | |
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| Variable Annuity Subaccounts (+) | |
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| 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. |
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