fi360 Toolkit vs. Carta Fund ERP
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Carta Fund ERP |
|---|---|---|
| Overall rating | 4.0 | 4.2 |
| Review count | 11 | 64 |
| Ease of use | 8.4 | 8.9 |
| Ease of setup | 8.6 | 8.3 |
| Quality of support | 8.9 | 8.4 |
| Meets requirements | 8.4 | 8.8 |
| NPS | 27.272727 | 53.968254 |
| Small Business | 72.7% | 84.1% |
| Mid-Market | 9.1% | 15.9% |
| Enterprise | 18.2% | 0.0% |
| Total page views | 120 | 493 |
| Total LLM citations | 197 | 1,043 |
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
Carta Fund ERP
From transactions to distributions, harness a unified suite of tools and services to run your fund with complete control. Carta Fund Management is a comprehensive fund management platform designed to streamline and elevate the way firms manage their investments, from capital calls to investor reporting. Trusted by over 8,800 venture firms with over $200B in assets trust Carta to take care of their fund administration needs, Carta transforms the complexities of private capital operations into an efficient, user-friendly experience.
- Ease of Use
- User Interface
- Navigation Ease
- User Experience
- Features
- Investment Management