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Fi360 Toolkit Review

Fi360 Toolkit OUR SCORE 69%
starting price $2400
our score 69%
free trial
  1. What is Fi360 Toolkit
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Fi360 Toolkit?

Fi360 Toolkit is a fiduciary management software that allows firms, investment advisors and consultants, and brokers along with their staff to perform their jobs better as they handle the financials and valuable assets of the clients they are serving. This cloud-based investment management solution lets them unlock the potentials of their clients’ assets, discover opportunities where they can maximize the value of such assets, and build meaningful and strong relationships with their clients that are driven by trust and confidence. Fi360 makes it simple for them to track funds, evaluate investment portfolios, prepare action plans, and produce fiduciary reports.

Product Quality Score

Ease of use
Customer support
Value for money

Fi360 Toolkit features

Main features of Fi360 Toolkit are:

  • Investment policy statement
  • Investment profile
  • Proposal
  • Investment fact sheet
  • Monitoring report
  • Model factsheet
  • Reporting
  • Criteria for due diligence
  • Model portfolios report
  • Analysis of Fiduciary Score
  • Investment analyzer
  • Investment comparison
  • Summary of firm-level watch list

Fi360 Toolkit Benefits


The main benefits of Fi360 Toolkit are, it has a scoring system that makes it easy for fiduciaries to gain insights into funds and investments and delivers powerful fiduciary reporting capabilities. Here are the details:

Gain Essential Insights into Funds and Investments

One of the noteworthy features offered by Fi360 Toolkit is that it enables users to comprehensively and intelligently analyze funds and investments. This way, they will be able to come up with the right decisions and help their clients maximize the value of their most important assets. Fi360 actually uses a system that permits them to apply scores to funds and investments based on specific criteria and thresholds. Here, they can check whether a fund or investment is stable, can perform well, or has minimal risks. Because of this, fiduciaries can obtain all the essential insights they need about their clients’ funds and investments and formulate and implement the best investment strategies.

Produce Easy-to-Understand and Graphic-Rich Fiduciary Reports

Another capability present in Fi360 Toolkit is reporting. The software’s reporting capability is so powerful because it allows users to produce easy-to-understand and graphic-rich reports and visuals that make it easy for their clients to monitor and assess the performance of their funds, investments, and assets. Therefore, they will be able to clearly see how proposed strategies and action plans are being materialized. Users can also utilize this capability to show to their clients the possible results and advantages they can get once they accept a recommended investment portfolio.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Fi360 Toolkit Integrations

The following Fi360 Toolkit integrations are currently offered by the vendor:

  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • American Funds
  • Epic Advisors
  • Fina Metrica


Customer Support


Pricing Plans

Fi360 Toolkit pricing is available in the following plans:

Free trial
Fi360 Toolkit
$2,400 yearly subscription