fi360 Toolkit
11
Reviews
4.0
Star rating
#26
Rank in Investment Portfolio Management
Pros and cons
Pros
- Investment Management
- Data Analysis
Cons
- Expensive
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
—
27
Small Business
1
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 72.7% |
| Mid-Market | 9.1% |
| Enterprise | 18.2% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2024 Q4 | 1 | 3.5 |
Satisfaction ratings
Ease of Use8.4
Ease of Setup8.6
Quality of Support8.9
Meets Requirements8.4
What reviewers say
Comprehensive fiduciary management platform
3.5
“The platform provides powerful analytics and data-driven insights, allowing advisors to make informed investment decisions. Its fiduciary score and monitoring tools enable continuous evaluation of portfolios, aligning them with fiduciary best practices.”
Enhancing Financial Decision-Making Efficiency
3.5
“Diverse Analysis Tool: Offers a range of tools for in-depth investment assessment. Focused on Fiduciary Duty: Specifically designed to support fiduciary responsibilities and compliance monitoring.”
it was good from financial point of view
3.5
“the toolkit used for service providers and access to alternative asset classes”