We, at Fi360, regularly update our software applications. Feedback from our users is critical for improvement in our software.
The ideas portal allows you to search and view what other users have requested. If you see someone has already requested something similar to your idea, you can vote for that idea. If you do not see a similar idea, describe your recommendation and post it for others to see. Posting or voting will allow you to receive emailed updates when the recommendation changes status (planned, in development, completed).
If you have any feedback or recommendations for our Fi360 Platform, please click here to submit your idea.
Coming soon - The link above can also be used to submit feedback on these upcoming features.
- Ability to create your own report section with data points and columns of your choosing
- Ability to color code percentile rank in the investment snapshot section
- Ability to share documents with your clients
- Ability to include Annual Investment Option costs in a research or proposal report
- Ability to show enterprise scores in a proposal report