The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
Customer Reviews
User in Financial Services
Advanced user of fi360 ToolkitPlain and clear analysis of investment vehicles. With the fi360 Toolkit, you are able to make sample investment packages and compare them against each other.
Takes time to get used to the layout and functionality of the website. At first, it feels like an older website.
Comparing mutual funds is the main use and this helps in many ways.
