fi360 Toolkit vs. Altruist
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Altruist |
|---|---|---|
| Overall rating | 4.0 | 5.0 |
| Review count | 11 | 16 |
| Ease of use | 8.4 | 9.9 |
| Ease of setup | 8.6 | 10.0 |
| Quality of support | 8.9 | 10.0 |
| Meets requirements | 8.4 | 9.3 |
| NPS | 27.272727 | 100 |
| Small Business | 72.7% | 100.0% |
| Mid-Market | 9.1% | 0.0% |
| Enterprise | 18.2% | 0.0% |
| Total page views | 120 | 1,183 |
| Total LLM citations | 197 | 5,220 |
fi360 Toolkit
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.
- Investment Management
- Data Analysis
Altruist
Altruist is on a mission to make great independent financial advice more efficient, affordable, and accessible. The company’s all-in-one financial advising platform provides fiduciary advisors with cutting-edge tools designed to substantially lower costs to operating their business. Advisors can open and fund accounts, invest, manage, report, and bill, all in one place. A fully digital brokerage (Altruist Financial LLC, Member FINRA/SIPC), Altruist empowers advisors to do their best work and help ensure clients have a better experience with their money.
- User Experience
- Customer Support
- Ease of Use
- Investment Management
- Easy Integrations
- Integrations