fi360 Toolkit vs. Morningstar Office
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Morningstar Office |
|---|---|---|
| Overall rating | 4.0 | 3.9 |
| Review count | 11 | 19 |
| Ease of use | 8.4 | 8.6 |
| Ease of setup | 8.6 | 9.1 |
| Quality of support | 8.9 | 8.7 |
| Meets requirements | 8.4 | 9.0 |
| NPS | 27.272727 | 27.777778 |
| Small Business | 72.7% | 84.2% |
| Mid-Market | 9.1% | 0.0% |
| Enterprise | 18.2% | 15.8% |
| Total page views | 120 | 66 |
| Total LLM citations | 197 | 212 |
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
Morningstar Office
Morningstar Office is the only turn-key portfolio accounting and practice management platform for RIAs (Registered Investment Advisors) that fully integrates Morningstar’s robust data, analytics, and ratings. Included with Morningstar Office, advisors receive: Reporting and Client Engagement Morningstar Office features a complete portfolio management and client reporting experience. All assets and liabilities are aggregated and accounted for – then reported out in client statements, the advisors web experience, and the client web portal.