Fi360 Tools are research, analytical, and reporting services built to assist in the delivery of a prudent investment management process. The array of products and services offered under the Tools business line are designed for all types of investment professionals: investment advisors, asset management firm representatives, and service providers. Solutions are available for both individuals and institutions.

Fi360 Toolkit.
The Fi360 Toolkit is a powerful, web-based software solution that provides the analytical, management, and reporting features needed to help investment professionals manage and document a prudent investment process. The turn-key fiduciary management system is easy to use, easy to replicate, and easy to understand. The Fi360 Toolkit promotes compliance, reducing liability and risk; empowers users with better information, helping to build trust and value; and provides a differentiator that fosters better, stronger client relationships.