fi360 Toolkit Verified Customer Reviews (2026)

NaviPlan® utilizes the most precise calculation engine in the financial planning sector, allowing firms to customize their services for a diverse client base, ranging from individuals who need simple goal-oriented assessments to those who demand complex cash flow evaluations. Whether it involves setting straightforward objectives or developing sophisticated retirement income strategies and estate plans, NaviPlan equips financial advisors with essential tools to support every client who seeks their expertise. By leveraging accurate calculations across a multitude of scenarios, the platform addresses various areas including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow oversight, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning component of NaviPlan, grounded in this exceptional calculation engine, offers advisors a suite of comprehensive tax tools that incorporate forecasts for both federal and state taxes, allowing them to cater to the varied demands of their clients effectively. This adaptability not only enhances the service capabilities of financial professionals but also positions NaviPlan as a crucial asset in the realm of financial advisory services, demonstrating its significance in helping advisors navigate the complexities of client needs. Ultimately, NaviPlan stands out as an essential tool that empowers advisors to deliver tailored financial solutions with confidence and precision.

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

Many clients have found it essential to reevaluate their operational strategies due to the constraints of quarantine measures. The transition to remote work for employees has intensified the emphasis on the efficiency of communication systems across diverse sectors. This change has influenced both large enterprises and smaller firms. As a result, we have noticed a significant increase in phone traffic from our clientele. To address this, we proactively expanded the capacity of our telecommunications infrastructure, ensuring we deliver uninterrupted service despite the surge in demand. In addition to enhancing capacity, we have upgraded our cloud-based office telephony solutions, allowing your employees to work remotely from any location without delays or additional expenses. Our team of dedicated professionals is ready to develop customized software solutions for call centers, seamlessly integrate CRM systems, and help you realize your ambitious projects. We are steadfast in our commitment to fostering your business's growth and achievement throughout the journey. With our expertise by your side, the realization of your vision is not just a possibility; it is an attainable goal that we strive to achieve together.