---
description: Review of Fi360 Toolkit Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Fi360 Toolkit | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Fi360 Toolkit](/software/277929/fi360-toolkit)

# Fi360 Toolkit

Canonical: https://www.softwareadvice.co.nz/software/277929/fi360-toolkit

> Fi360 Toolkit is a cloud-based investment management solution that helps fiduciary and non-fiduciary professionals handle and track customers’ investment portfolios on a centralized platform.

Fi360 allows organizations to generate investment factsheets and utilize the search functionality to retrieve specific information from the repository. Professionals can compare multiple investment programs and generate monitoring reports. Additionally, users can also generate IPS reviews in compliance with industry regulations.

Fi360 Toolkit facilitates integration with various third-party wealth and retirement plan management systems, including Ameritas, ADP and more.
> 
> Verdict: Rated **3.5/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.5/5** | 2 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 3.0/5 | Based on overall reviews |
| Value for Money | 3.5/5 | Based on overall reviews |
| Features | 3.5/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Broadridge
- **Founded**: 1999

## Commercial Context

- **Starting Price**: US$200.00
- **Pricing model**: Flat Rate (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Client Management
- Compliance Tracking
- For Investment Advisors
- Fund Management
- Investments Tracking
- Performance Metrics
- Risk Management

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Reviews

### "fi360" — 5.0/5

> **Isaac** | *12 December 2018* | Financial Services | Recommendation rating: 10.0/10
> 
> **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\!

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### "Browser Compatibility" — 2.0/5

> **Glenn** | *27 October 2016* | Financial Services | Recommendation rating: 1.0/10
> 
> **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.
> 
> 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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/277929/fi360-toolkit)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/investment-management/fi360-toolkit-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/277929/fi360-toolkit> |
| en-GB | <https://www.softwareadvice.co.uk/software/277929/fi360-toolkit> |
| en-IE | <https://www.softwareadvice.ie/software/277929/fi360-toolkit> |
| en-NZ | <https://www.softwareadvice.co.nz/software/277929/fi360-toolkit> |

-----

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