Software
Take a look at what we’re currently working on at Fi360. Please share your stories to help us build a product that best fits your needs.
How can we make our software better?
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Only Show Accounts with Minimum One Holding on Import Accts Screen
Add a check with the ability that accounts showing on the "Import Accounts" screen in Fiduciary Focus Toolkit have a minimum of 1 holding. We had an instance where an account with 0 holdings, 0 assets is showing as available to import, but will not import because there are no holdings. This causes a false blue Import Accounts alert.
12 votes -
Integration with Human Interest
integration with Human Interest
2 votes -
Integrate with AXA Mutual Fund
Add integrations with AXA Mutual Fund platform in addition to the current AXA Annuity platform integration.
1 vote -
Wells Fargo/Fidelity Recordkeeping Integration
Have Wells Fargo start sending Fi360 a Fidelity Recordkeeping integration file.
1 vote -
Add integration with Wells Fargo
Add recordkeeper integration capabilities with Wells Fargo
1 vote -
Heathrow to Gatwick Transfer | Gatwick to Heathrow Transfer
Book Heathrow - Gatwick transfer: Heathrow to Gatwick taxi transfers or Gatwick to Heathrow taxi transfers. Comfortable transfers to or from Heathrow Airport
https://atobtransfer.com/london-uk/heathrow-gatwick-taxi-transfer/
https://www.facebook.com/transferservicebrussels/
https://twitter.com/AtoBtransfer1 vote -
Integrate with Wells Fargo First Clearing
Add integration capabilities with Wells Fargo First Clearing
1 vote -
Integrate with Betterment
Integrate with Betterment for Business and Betterment for Advisors.
2 votes -
3 votes
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FirmPlus
FirmPlus data to pull in participant counts on each fund in a plan. Potentially something added in the data feeds.
4 votes -
Manual Entry of Providers
The ability to manually enter who a provider is (John Hancock, American Funds, etc.) on clients whose account values are manually entered into the system and not linked to a provider.
1 vote -
1 vote
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1 vote
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1 vote
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American Funds F-2 and 529-F-1 Integration
I envision assisting clients with accounts held directly at American Funds using their F-2 and 529-F-1 shares. What is the status or anticipation of the Fiduciary Focus Toolkit being able to receive data from those sources through an electronic feed?
2 votes -
Custodial Integration with RBC
Add custodial integration capabilities with RBC
1 vote -
Integration with AssetMark
integration with AssetMark
1 vote -
Add Vestwell Integration
Add integration capabilities with Vestwell
2 votes -
Integrations with National Trust
Integrations with National Trust
1 vote -
Integrate First Financial Trust
Integrate First Financial Trust
1 vote
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