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.
Fi 360 Toolkit has a Butler score of
4, based on
6 user reviews collected from the web.
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Butlerscore:
4.0
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Company Name: Fi 360 Toolkit
Website: Fi 360 Toolkit
Details
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.