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?
103 results found
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Show Account Value (next to acct. name) when Adding an integration account
When adding an account from an integration partner sometimes there are 2 with the same name. It would be helpful if the asset value could show when you hover over the acct. name in the list.
1 vote -
Show LINKED account name on the Clients screen
The name of the 'linked' account should be available on the CLIENTS screen. For example, hover over the client name and see what the account name is that it's linked to.
1 vote -
Integration with Pacific Life
Create integration with Pacific Life
1 vote -
Apply Sync Rule to multiple accounts
Have the ability to create a master sync rule and then select all plans that it should apply to.
1 vote -
Integration with Tamarac
Tamarac integration would greatly simplify my current task of seeking integrations with (4) separate custodians!
1 vote -
Enhancing the Household feature
Create a way to add available integration accounts to an EXISTING CLIENT for the purpose of adding to/creating a household.
1 vote -
User Provided Excel: Import Client Address
The User Provided Excel feature should include the ability to load each client's address during the import.
1 vote -
Client Address Integration
Client address details should import along with the plan data in the integration process.
1 vote -
Integration with AIG (recordkeeper)
Request for AIG data integration.
3 votes -
Save Holdings button
SAVE HOLDINGS button on the account linking screen should be clearer as to what it means - checked or unchecked.
1 vote -
Integration with US Bank
Suggestion for integration with US Bank
1 vote -
Sync Rule to include custom investments
Sync Rules:
create the ability to include custom investments
1 vote -
Sync Rule for zero balance funds
Sync Rules:
create the ability to EXCLUDE zero balance funds
1 vote -
New Integration Provider
Add a new Integration provider with....
1 vote -
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 -
Integrate Vanguard Plans over $20 Million
Currently only Vanguard plans under #20 million can be integrated. Add integration capabilities with plans at and over $20 million
1 vote -
Integration with Human Interest
integration with Human Interest
3 votes -
Add New Integration Links to Existing Households
Add the ability to household new plans into an already existing household. Currently, from the blue "Import Provider" screen only new households can be created, existing households cannot be modified.
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/AtoB_transfer_1 vote -
Integrate with AXA Mutual Fund
Add integrations with AXA Mutual Fund platform in addition to the current AXA Annuity platform integration.
1 vote
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