Compare Fi360 Toolkit vs. Agency Matrix

If you need a competent Business Process Management Software product for your enterprise you have to remember to compare a wide range of alternatives. It doesn’t have to be difficult, and can be as simple as matching their traits in a table like the one below. You will also get a quick idea how each product performs. For instance, on this page you can find 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 software, and decide which one suits you requirements better. Aside from the main features, the software that’s simple to grasp and use is always the better choice. Our experts made sure to review all popular Business Process Management Software services offered on the market, but among all the ones we reviewed these three caught our special attention: Promapp, Nintex, bpm’online studio.

Fi360 Toolkit


Agency Matrix


Fi360 Toolkit screenshot Agency Matrix screenshot
Pricing Page

Total Score

Our Score

6.9 ?

Our Score

6.8 ?

Customer Experience

Customer Experience

Customer Experience

N/A% ?

Customer Experience

80% ?





Pricing Model

Pricing Model

Annual Subscription Monthly payment
Complete Review

Complete Review

General Info

General Info

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.
Quick Links


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
Business Size

Business Size

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Company's Address

Company's Address

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

Support Types

Pricing Page

Pricing Page

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


English English
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*

Available Integrations

Available Integrations

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.

Popular Clients

Popular Clients

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance
Contact No.

Contact No.

+1-866-390-5080 +1-800-456-2874
Devices Supported

Devices Supported

Contact Email

Contact Email
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Popular Alternatives

Popular Alternatives



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Both Fi360 Toolkit and Agency Matrix were evaluated by a panel of independent B2B experts who prepared a thorough analysis of all core elements of every product. Their total score was prepared with unique SmartScore algorithm that calculates an individual partial score to each element including: main functionalities, customer support, mobile device support, security, customer satisfaction and market presence. We realize useful features are not the only factor essential to a company so we make sure we pay attention to all facets of a service prior to giving it a final rating.