---
description: Fi360 Toolkit : qu'en pensent les utilisateurs ? Lisez les avis clients sur Fi360 Toolkit, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Fi360 Toolkit - Avis, notes, prix et abonnements - Capterra Luxembourg 2026
---

Breadcrumb: [Accueil](/) > [Gestion des investissements](/directory/20010/investment-management/software) > [Fi360 Toolkit](/software/140812/fi360-toolkit)

# Fi360 Toolkit

Canonical: https://www.capterra.lu/software/140812/fi360-toolkit

> The fi360 Toolkit est une solution web permettant d'analyser, de comparer, de suivre et de documenter des investissements. De plus, cette solution est facile à utiliser et à comprendre.
> 
> Conclusion : 2 utilisateurs lui ont donné la note de **3.5/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

-----

## Présentation

### Qui utilise Fi360 Toolkit ?

The fi360 Toolkit est destinée aux professionnels de l'investissement et aux organismes de placement qui cherchent à gagner du temps et de l'argent en rationalisant leurs processus d'investissement.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **3.5/5** | 2 Avis |
| Simplicité | 4.0/5 | D'après l'ensemble des avis |
| Support client | 3.0/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 3.5/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 3.5/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 60% | (6/10 Probabilité de recommander le produit) |

## À propos de l'éditeur

- **Société**: Broadridge
- **Fondé**: 1999

## Contexte commercial

- **À partir de**: 200,00 $US
- **Type de licence**:  (Essai gratuit)
- **Public cible**: Auto-entrepreneur, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Déploiement et plateformes**: Cloud, SaaS, web
- **Langues**: anglais
- **Pays disponibles**: États-Unis

##  Fonctionnalités

- Gestion des clients
- Gestion des risques
- Mesure des performances
- Suivi de la conformité
- Suivi des investissements

## Ressources d'aide

- Chat

## Category

- [Gestion des investissements](https://www.capterra.lu/directory/20010/investment-management/software)

##  Logiciels similaires

1. [SeedLegals](https://www.capterra.lu/software/172337/seedlegals) — 4.9/5 (83 reviews)
2. [Stessa](https://www.capterra.lu/software/181042/stessa) — 4.5/5 (103 reviews)
3. [Agora](https://www.capterra.lu/software/1026247/agora) — 4.5/5 (12 reviews)
4. [First Rate Vantage](https://www.capterra.lu/software/179626/investor-portal) — 4.9/5 (18 reviews)
5. [Vestd](https://www.capterra.lu/software/207791/vestd) — 4.9/5 (97 reviews)

## Avis

### "fi360" — 5.0/5

> **Isaac** | *12 décembre 2018* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: I've used this for my work as a financial advisor. It is a software to use to compile results on performance, risk level, etc on multiple investment options and see them all compared on a single page. It's really nice, super helpful\!
> 
> **Inconvénients**: The report is a little bland to look at as far as color, but if you can handle that, it's easy to read\!

-----

### "Browser Compatibility" — 2.0/5

> **Glenn** | *27 octobre 2016* | Services financiers | Taux de recommandation : 1.0/10
> 
> **Avantages**: Easy to understand and use and produces a variety of useful reports clients can understand.
> 
> **Inconvénients**: Tech issues and compatibility.  Expect better given they have increased our cost so dramatically.
> 
> I've been using fi360 Toolkit for several years as an AIF and member of fi360.  Until recently have not had many problems but while generating reports for the recent quarter I have experienced issues with opening a report that has been generated.  In order to get reports to open from the Report Queue, I have to log out each time and log back in.  I have cleared all issues on my end with temporary files, cache, etc.  Contacted support and it was suggested that I use a browser other than Internet Explorer, such as Firefox.  I don't know about anyone else but I certainly am not interested in having to use a different browser for every tool or software in my office.  Internet Explorer is the most popular browser in the world.  Doesn't make it the best and I know Microsoft has their issues, but that's the world we live in.  If that is the "solution" we are going to get from fi360's tech team, not acceptable.  Especially given the recent increase in the price of this software to its members which was better than a 30% increase with another increase expected at our next renewal.  You can't increase the price while lowering the level of service.

## Liens

- [Afficher sur Capterra](https://www.capterra.lu/software/140812/fi360-toolkit)

## Cette page est disponible dans les langues suivantes.

| Langue | URL |
| en | <https://www.capterra.com/p/140812/fi360-Toolkit/> |
| en-AE | <https://www.capterra.ae/software/140812/fi360-toolkit> |
| en-AU | <https://www.capterra.com.au/software/140812/fi360-toolkit> |
| en-CA | <https://www.capterra.ca/software/140812/fi360-toolkit> |
| en-GB | <https://www.capterra.co.uk/software/140812/fi360-toolkit> |
| en-IE | <https://www.capterra.ie/software/140812/fi360-toolkit> |
| en-IL | <https://www.capterra.co.il/software/140812/fi360-toolkit> |
| en-IN | <https://www.capterra.in/software/140812/fi360-toolkit> |
| en-NZ | <https://www.capterra.co.nz/software/140812/fi360-toolkit> |
| en-SG | <https://www.capterra.com.sg/software/140812/fi360-toolkit> |
| en-ZA | <https://www.capterra.co.za/software/140812/fi360-toolkit> |
| fr | <https://www.capterra.fr/software/140812/fi360-toolkit> |
| fr-BE | <https://fr.capterra.be/software/140812/fi360-toolkit> |
| fr-CA | <https://fr.capterra.ca/software/140812/fi360-toolkit> |
| fr-LU | <https://www.capterra.lu/software/140812/fi360-toolkit> |

-----

## Données structurées

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra Luxembourg aide des millions de professionnels à trouver le bon logiciel. Découvrez les avis, les notes et les listes exhaustives d'outils informatiques.","email":"info@capterra.lu","url":"https://www.capterra.lu/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.lu/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"Fi360 Toolkit","description":"The fi360 Toolkit est une solution logicielle web performante qui fournit les fonctionnalités d'analyse, de gestion et de reporting nécessaires pour aider les professionnels de l'investissement à gérer et à documenter des processus d'investissements prudents. Ce système de gestion fiduciaire clé en main est facile à utiliser, à reproduire et à comprendre. The fi360 Toolkit favorise la conformité, offre aux utilisateurs de meilleures informations et fournit un différenciateur qui favorise des relations meilleures avec les clients.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/12dc6d9b-c8ed-4735-9bf1-170e0a43b209.png","url":"https://www.capterra.lu/software/140812/fi360-toolkit","@type":"SoftwareApplication","@id":"https://www.capterra.lu/software/140812/fi360-toolkit#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.lu/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":3.5,"bestRating":5,"ratingCount":2},"offers":{"price":"200","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.lu/software/140812/fi360-toolkit#faqs","mainEntity":[{"name":"Qui utilise Fi360 Toolkit ?","@type":"Question","acceptedAnswer":{"text":"The fi360 Toolkit est destinée aux professionnels de l'investissement et aux organismes de placement qui cherchent à gagner du temps et de l'argent en rationalisant leurs processus d'investissement.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Accueil","position":1,"item":"/","@type":"ListItem"},{"name":"Gestion des investissements","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Fi360 Toolkit","position":3,"item":"/software/140812/fi360-toolkit","@type":"ListItem"}],"@id":"https://www.capterra.lu/software/140812/fi360-toolkit#breadcrumblist"}]}
</script>