Compare Fi360 Toolkit vs. Agency Matrix

When you need a competent Business Process Management Software product for your business you must remember to evaluate several solutions. It doesn’t have to be challenging, and can be as straightforward as matching their features in a table like the one below. You will also get a good idea how each product functions. As an example, on this page you can see Fi360 Toolkit’s overall score of 6.9 and compare it against Agency Matrix’s score of 6.8; or Fi360 Toolkit’s user satisfaction level at N/A% versus Agency Matrix’s 80% satisfaction score. The contrast can help you spot the pros and cons of each application, and choose which matches your requirements better. Beyond the rich features, the application which is simple and intuitive is always the better option. In case you you would like to quickly decide on the best Business Process Management Software according to our review team we recommend you take a look at one of these solutions: Bpm’online, Nintex, Promapp.

Fi360 Toolkit


Agency Matrix


Fi360 Toolkit screenshot Agency Matrix screenshot
Pricing Page

Our Score

Our Score

6.9 ?

Our Score

6.8 ?

Customer Experience

Customer Experience

Customer Experience

N/A% ?

Customer Experience

80% ?





Pricing Type

Pricing Type

Annual Subscription Monthly payment
Complete Review

Complete Review

General Description

General Description

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
Agency Matrix is software that helps insurance agencies manage their files and personnel.
Useful Links
Types of Support

Types of Support

Contact Email

Contact Email
Vendor's Address

Vendor's Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
2425 Commerce Ave, Suite 300,
Duluth, GA 30096
Prominent Customers

Prominent Customers

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance


Fi360 Toolkit FEATURES

  • Fi360 Fiduciary Score® analysis
  • Customizable Due Diligence Criteria and watch list management capabilities
  • Flexible and diverse FINRA-reviewed reporting options
  • Investment Analyzer
  • 401k Monitoring Report
  • Individual Monitoring Report
  • Firm Level Watch List Summary
  • 401(k) Proposal
  • Individual Proposal
  • 401(k) Investment Policy Statement
  • Individual Investment Policy Statement
  • Investment Fact Sheet
  • Investment Profile
  • Investment Comparison
  • Model Portfolios Report
  • Model Factsheet

Agency Matrix FEATURES

  • 100 % Cloud Based System
  • Unlimited Data Base For Clients
  • Up To 15 CSR/Agents Per Location
  • Employee End-of-Day Tab
  • Online Training Videos
  • Hyperlink to Insurance Company
  • Import Customers/Prospects
  • Free Training and Support
  • Payment Processing
  • Rolodex
  • Invoicing
  • Bi-lingual Receipts/Thank you letters
  • Thank you letters
  • X-Date Tracking
  • Follow Up Items and Notes
  • Mac/Safari Compatible
  • Comparative Rater Integration(s)
  • Ability to Export Reports to Excel
  • Export Contact and/or Policy Data
  • Google Map Integration
  • Sweep Tracking and Reconciliation
  • Automated Email Reporting
  • Advanced Reporting
  • Mail Labels Processing
  • Company Announcements
  • Task Management
  • Custom Field Types
  • Miscellaneous Forms Upload
  • Balance Due Feature
  • Custom Letters
  • Letters Blasts
  • Custom Receipt Ads
  • Comment and Alert Fields
  • Unlimited Uploads of Attachments, Photos
  • Time Clock w / Reporting
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blast
  • Drag and Drop and Batch Uploading
  • Deposit Posting and
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities
Cost Details

Cost Details

Fi360 Toolkit offers a single enterprise pricing plan for all users. Here are the details:

  • $2400 – Yearly Subscription
  • Monthly Data Updates
  • Fee Disclosure Solution (Additional Fee)
  • One Base License – One Advisor Login, One Admin Login

Agency Matrix offers 5 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $59/month

   Plus: $199 set up fee*

Gold – $109/month

    Plus: $399 set up fee*

Platinum – $159/month

    Plus: $499 set up fee*

Diamond – $259/month

    Plus: $599 set up fee*

Enterprise – $399/month

    Plus: $599 set up fee*



Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica

No information available.

Devices Supported

Devices Supported



USA, UK, Canada, International USA, UK, Canada, International
Contact No.

Contact No.

+1-866-390-5080 +1-800-456-2874
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about Agency Matrix pricing
Client Types

Client Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
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Popular Alternatives

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The software analyzed on this page are merely a sliver of our entire Business Process Management Software category and you should remember that there may be more reliable services out there. If you want to guarantee you make the optimal decision for your team we strongly encourage you to try out more solutions first. It may also be a good idea to study our top 10 Business Process Management Software list to learn which software are now the highest-rated ones and dominate the market.