fi360 Toolkit Alternatives (January 2026)

Fiduciary Education, Designations, Training and Software | Fi360

https://www.fi36.com/

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

3.8/5

20+ reviews

Reviewed on:

Orion Advisor Solutions | WealthTech for Advisors

https://orio

.com/

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

PreciseFP | Financial Planning Software for Financial Advisors

https://precisef

.com/

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

RightCapital: Make Financial Planning a Breeze.

https://www.rightcapita

.com/

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

Empower - Advise, Invest, Plan

https://www.empowe

.com/

Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.

Personalized Wealth Management Solutions at Scale | Vestmark

https://www.vestmar

.com/

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

LearnLux Financial Wellbeing

https://learnlu

.com/

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Investment Portfolio Management Software for Advisors | FinFolio

http://www.finfoli

.com/

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Practifi | Performance Optimization Platform for Wealth Management

https://practif

.com/

Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms.

Altruist – The modern custodian built for independent financial advisors

https://altruis

.com/

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.