fi360 Toolkit vs. Visible for Investors
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Visible for Investors |
|---|---|---|
| Overall rating | 4.0 | 4.7 |
| Review count | 11 | 10 |
| Ease of use | 8.4 | 9.8 |
| Ease of setup | 8.6 | 8.6 |
| Quality of support | 8.9 | 10.0 |
| Meets requirements | 8.4 | 9.2 |
| NPS | 27.272727 | 90 |
| Small Business | 72.7% | 90.0% |
| Mid-Market | 9.1% | 10.0% |
| Enterprise | 18.2% | 0.0% |
| Total page views | 120 | 117 |
| Total LLM citations | 197 | 1,129 |
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
Visible for Investors
Visible equips investors with connected AI to streamline portfolio monitoring and management, uncover insights, power reporting, and strengthen relationships with the companies they back.
- Customer Support
- Reporting
- Affordable
- Ease of Use
- Value for Money