Who Uses This Software?

The fi360 Toolkit is for those investment professionals and institutions looking to save time and money by streamlining their investment processes.

Average Ratings

2 Reviews

  • 3.5 / 5

  • 4 / 5
    Ease of Use

  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • fi360
  • www.fi360.com
  • Founded 1999
  • United States

About fi360 Toolkit

The fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The fi360 Toolkit promotes compliance, empowers users with better information, and provides a differentiator that fosters better, stronger client relationships.

fi360 Toolkit Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

fi360 Toolkit Reviews Recently Reviewed!

Browser Compatibility

Oct 27, 2016

3 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not

Pros: Easy to understand and use and produces a variety of useful reports clients can understand.

Cons: Tech issues and compatibility. Expect better given they have increased our cost so dramatically.

Overall: I've been using fi360 Toolkit for several years as an AIF and member of fi360. Until recently have not had many problems but while generating reports for the recent quarter I have experienced issues with opening a report that has been generated. In order to get reports to open from the Report Queue, I have to log out each time and log back in. I have cleared all issues on my end with temporary files, cache, etc. Contacted support and it was suggested that I use a browser other than Internet Explorer, such as Firefox. I don't know about anyone else but I certainly am not interested in having to use a different browser for every tool or software in my office. Internet Explorer is the most popular browser in the world. Doesn't make it the best and I know Microsoft has their issues, but that's the world we live in. If that is the "solution" we are going to get from fi360's tech team, not acceptable. Especially given the recent increase in the price of this software to its members which was better than a 30% increase with another increase expected at our next renewal. You can't increase the price while lowering the level of service.

Recommendations to other buyers: Do plenty of due diligence and explore all alternatives before making your purchasing decision.


Dec 12, 2018

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: I've used this for my work as a financial advisor. It is a software to use to compile results on performance, risk level, etc on multiple investment options and see them all compared on a single page. It's really nice, super helpful!

Cons: The report is a little bland to look at as far as color, but if you can handle that, it's easy to read!