fi360 Toolkit vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | RightCapital |
|---|---|---|
| Overall rating | 4.0 | 4.6 |
| Review count | 11 | 14 |
| Ease of use | 8.4 | 9.2 |
| Ease of setup | 8.6 | 8.6 |
| Quality of support | 8.9 | 9.6 |
| Meets requirements | 8.4 | 9.5 |
| NPS | 27.272727 | 78.571429 |
| Small Business | 72.7% | 85.7% |
| Mid-Market | 9.1% | 14.3% |
| Enterprise | 18.2% | 0.0% |
| Total page views | 120 | 495 |
| Total LLM citations | 197 | 2,586 |
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
RightCapital
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.