Fi360 Toolkit
The fi360 Toolkit is a web-based solution to analyze, compare, track, and document investments. It's easy to use and understand.
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.
Screenshots
Categories
Features
Client Management
Fund Management
Investments Tracking
Performance Metrics
FAQ
The official website of Fi360 Toolkit is http://www.fi360.com/
Fi360 Toolkit belongs to the Investment Management category.
Fi360 Toolkit offers features such as Client Management, Fund Management, Investments Tracking, Performance Metrics.
No, Fi360 Toolkit does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
$200/per month
Free Trial Available