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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  1. 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
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  2. Integration with Human Interest

    integration with Human Interest

    2 votes
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  3. 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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  4. Wells Fargo/Fidelity Recordkeeping Integration

    Have Wells Fargo start sending Fi360 a Fidelity Recordkeeping integration file.

    1 vote
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  5. Add integration with Wells Fargo

    Add recordkeeper integration capabilities with Wells Fargo

    1 vote
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  6. 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/AtoBtransfer

    1 vote
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  7. Integrate with Wells Fargo First Clearing

    Add integration capabilities with Wells Fargo First Clearing

    1 vote
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  8. Integrate with Betterment

    Integrate with Betterment for Business and Betterment for Advisors.

    2 votes
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  9. 3 votes
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  10. FirmPlus

    FirmPlus data to pull in participant counts on each fund in a plan. Potentially something added in the data feeds.

    4 votes
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  11. 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
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  12. 1 vote
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  13. 1 vote
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  14. 1 vote
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  15. 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
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  16. Custodial Integration with RBC

    Add custodial integration capabilities with RBC

    1 vote
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  17. Integration with AssetMark

    integration with AssetMark

    1 vote
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  18. Add Vestwell Integration

    Add integration capabilities with Vestwell

    2 votes
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  19. Integrations with National Trust

    Integrations with National Trust

    1 vote
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  20. Integrate First Financial Trust

    Integrate First Financial Trust

    1 vote
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