Audience

Financial intermediaries looking for a solution to gather, grow and protect investors

About fi360 Toolkit

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower finance professionals with the knowledge they need to effectively serve all clients and grow their businesses. Our software and technology solutions enable investment professionals to strengthen client relationships and win more business with a repeatable, prudent process that is easily managed and documented. We give our clients a look under the hood with our fiduciary-focused data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations to demonstrate a prudent process.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

fi360
Founded: 1999
United States
www.fi360.com

Videos and Screen Captures

fi360 Toolkit Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

fi360 Toolkit Frequently Asked Questions

Q: What kinds of users and organization types does fi360 Toolkit work with?
Q: What languages does fi360 Toolkit support in their product?
Q: What kind of support options does fi360 Toolkit offer?
Q: What type of training does fi360 Toolkit provide?
Q: Does fi360 Toolkit offer a free trial?

fi360 Toolkit Product Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Accounting Management
Benchmarking
Commodities
Payroll & Commissions