--- title: "Fi360 Toolkit Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Fi360 Toolkit Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/140812/fi360-Toolkit/" page_type: "product" language: "en" --- # Fi360 Toolkit Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Fi360 Toolkit ## What is 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. ## What is Fi360 Toolkit used for? [Investment Management](https://www.capterra.com/investment-management-software/) Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $200 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Fi360 Toolkit?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.broadridge.com&name=Fi360 Toolkit) ## Fi360 Toolkit Overview Updated August 2026 AI summary Fi360 Toolkit supports organizations of all sizes seeking investment management solutions, offering cloud-based tools for client management, compliance tracking, and investment oversight. With features for performance metrics, risk management, and fund management, it serves investment advisors and teams needing portfolio monitoring, regulatory tracking, and compensation administration, though it does not provide integrated reporting or analytics capabilities. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Fi360 Toolkit 3.5 (2) VS. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (275)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price $200 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (2) Ease Of Use 3.6 (275) Value For Money 3.5 (2) Value For Money 3.8 (263) Customer Service 3.0 (2) Customer Service 4.1 (270) ## Fi360 Toolkit alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.6 (38)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [DealCheck](https://www.capterra.com/p/205089/DealCheck/) [4.8 (39)](https://www.capterra.com/p/205089/DealCheck/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/205089/DealCheck/) [View all alternatives](https://www.capterra.com/p/140812/fi360-Toolkit/alternatives/) ## FAQs about Fi360 Toolkit Overview ### What company size and specific industries is Fi360 Toolkit built for? Fi360 Toolkit is designed for investment professionals and institutions of all sizes, especially firms in the financial services and investment management sectors. It suits organizations that need to reduce time and costs in investment processes, making it relevant for both small advisory practices and larger institutions. Features and Usability ### What are the key features of Fi360 Toolkit? Fi360 Toolkit offers client management, compliance tracking, and investments tracking for investment advisors. It also includes fund management, performance metrics, risk management, and payroll and commissions features to support portfolio oversight, regulatory monitoring, and compensation administration. Getting Started and Support ### What training and onboarding options does Fi360 Toolkit offer? Fi360 Toolkit provides live online sessions, webinars, and documentation to help teams get started. Live online sessions support guided instruction, webinars offer scheduled training presentations, and documentation gives written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Fi360 Toolkit offer? Fi360 Toolkit provides chat support for users who need help in the product. No reviewer feedback about support experience is available, so details about response times, helpfulness, or common frustrations cannot be confirmed from user reports. ## Features AI summary Based on 825 Investment Management reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) Fi360 Toolkit includes **Performance Metrics** and **Investments Tracking**, giving teams a way to monitor portfolio results and keep close watch over investment activity. However, it does not include **Reporting/Analytics**. By covering **Performance Metrics** and **Investments Tracking**, the product helps businesses evaluate investment performance, maintain visibility into holdings, and make more informed portfolio decisions. Client Management Manage contact details and communication with clients Compliance Tracking Track and report regulatory data to either internal management or external stakeholders For Investment Advisors Used by financial advisors and money managers Fund Management Manage allocation and performance of financial assets Investments Tracking Monitor capital allocation and asset prices over time Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Fi360 Toolkit 7 features ### All Features - Client Management: Manage contact details and communication with clients - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - For Investment Advisors: Used by financial advisors and money managers - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Features 3.5 (2) 3.5 Based on 2 reviews ## Pricing Value for money 3.5 (2) Free Trial Basic $200.00 Flat Rate,Per Month Value for money 3.5 (2) 3.5 Based on 2 reviews ## Support, customer service and training options Customer Service 3.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.0 (2) 3.0 Based on 2 reviews ## User reviews Overall rating 3.5 Based on 2 reviews Filter by rating 5(1) 4(0) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent IS Isaac S. Associate financial advisor Financial Services ### "fi360" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2018 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! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GH Glenn H. Financial Services ### "Browser Compatibility" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 October 27, 2016 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.