Skip to content

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?

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

103 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Integration with Pacific Life

    Create integration with Pacific Life

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Integration with Tamarac

    Tamarac integration would greatly simplify my current task of seeking integrations with (4) separate custodians!

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Client Address Integration

    Client address details should import along with the plan data in the integration process.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Integration with AIG (recordkeeper)

    Request for AIG data integration.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Save Holdings button

    SAVE HOLDINGS button on the account linking screen should be clearer as to what it means - checked or unchecked.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Integration with US Bank

    Suggestion for integration with US Bank

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Sync Rule to include custom investments

    Sync Rules:

    create the ability to include custom investments

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Sync Rule for zero balance funds

    Sync Rules:

    create the ability to EXCLUDE zero balance funds

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. New Integration Provider

    Add a new Integration provider with....

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Integration with Human Interest

    integration with Human Interest

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Integrate with AXA Mutual Fund

    Add integrations with AXA Mutual Fund platform in addition to the current AXA Annuity platform integration.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 6
  • Don't see your idea?

Feedback and Knowledge Base