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.
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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
fi360
Founded: 1999
United States
www.fi360.com
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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?
fi360 Toolkit works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does fi360 Toolkit support in their product?
fi360 Toolkit supports these languages: English.
Q: What kind of support options does fi360 Toolkit offer?
fi360 Toolkit offers support via phone support and online.
Q: What type of training does fi360 Toolkit provide?
fi360 Toolkit provides training in the form of documentation, live online, and webinars.
Q: Does fi360 Toolkit offer a free trial?
Yes, fi360 Toolkit offers a free trial.
fi360 Toolkit Product Features
Investment Management
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Commodities
Not Supported
Payroll & Commissions
Not Supported
