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Wealth Utilities

Fi360

Investment data and analytics for fiduciary excellence.

"Fi360 offers comprehensive investment data, analytics, and reporting tools designed to help financial advisors and institutions evaluate and monitor investments. It provides solutions for fiduciary risk management, investment selection, and ongoing due diligence, enabling firms to meet regulatory requirements and improve client outcomes."

Launch Product Page
Consensus Grade
B
82/100 Confidence
Institutional Verified
Market Position
Ranked #241 in Wealth Utilities
Validated Adoption
17 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Investment screening and due diligence
Fiduciary risk assessment
Performance monitoring and reporting
Compliance support tools
Prudent investment process documentation

Primary Use Cases

Investment selection and monitoring
Fiduciary risk management
Generating client reports on investment performance and risk

Agentic Intelligence Briefing

"Fi360 empowers financial professionals to fulfill their fiduciary duties with comprehensive investment data, analytics, and compliance tools."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data and analytics
Focus on fiduciary responsibility
Tools for due diligence and risk management

Adoption Hazards

Potentially complex for solo advisors
Pricing can be a barrier for smaller firms
May require dedicated staff to fully utilize the platform

Stack Compatibility Profile

How Fi360 integrates into institutional RIA stacks.

17 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
94%
Stack Correlation
Fiduciary
88%
Stack Correlation
NDEX
88%
Stack Correlation
ROL
88%
Stack Correlation
Elements Financial Planning
82%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs, Broker-Dealers, and Trust Companies
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Advisor Workstation
2YCharts
3FactSet

Value Proposition

"Ensure you're meeting your fiduciary duty with Fi360's comprehensive investment analysis and due diligence tools, giving your clients peace of mind."

Audit Your RIA Stack

See how Fi360 fits into your overall tech efficiency score.

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