G2 Vendor Directory

Ziggma vs. fi360 Toolkit

A side-by-side comparison based on G2 review data.

MetricZiggma

by Ensas Consulting

fi360 Toolkit

by Broadridge Financial Solutions

Overall rating4.74.0
Review count1811
Ease of use9.98.4
Ease of setup0.08.6
Quality of support9.58.9
Meets requirements9.58.4
NPS81.2527.272727
Small Business100.0%72.7%
Mid-Market0.0%9.1%
Enterprise0.0%18.2%
Total page views178120
Total LLM citations1,134197

Ziggma

Ziggma is an independent portfolio management and investment research platform built for self-directed investors who want stronger returns, clearer insights, and better alignment with their values. Investors can securely link or upload their portfolios, consolidate multiple accounts, and instantly analyze portfolio quality, diversification, concentration risk, income, and impact exposure. Ziggma helps investors understand what they own, where risks are building, and which holdings may be strengthening or weakening long-term performance.

Pros

    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.

    Pros

    • Investment Management
    • Data Analysis