Software Alternatives & Reviews

fi360 Toolkit VS AIRR

Compare fi360 Toolkit VS AIRR and see what are their differences

fi360 Toolkit logo fi360 Toolkit

Other Finance & Insurance

AIRR logo AIRR

One SAAS solution for all investment management needs
  • fi360 Toolkit Landing page
    Landing page //
    2019-12-24
  • AIRR Landing page
    Landing page //
    2022-08-23

AIRR was established in 2019 and specializes in solutions to automate the process of making investment decisions. The service offers a single SaaS solution for venture funds, private equity funds, family offices, angels, and any other professional investors. The functionality of the platform is extensive and provides a classic set of professional investor tools: portfolio valuation and management, pipeline generation, reporting and accounting, investor onboarding, KYC, and data storage. The service offers a mobile application, a web portal that is localized in 5 languages, and two separate products - AIRR Metrics and AIRR Leads. AIRR is built as an open integration platform that allows exporting all data through APIs and integrating ready-made solutions in the investment management market. Pipedrive, Salesforce, Xero, PowerBI, Qlik, Docusign - more than 18 integrations are available at the moment. The company also provides the opportunity to implement new integrations upon request.

fi360 Toolkit

Pricing URL
-
$ Details
-
Platforms
-
Release Date
-

AIRR

$ Details
paid Free Trial $500.0 / Monthly
Platforms
Browser iOS Android React Native
Release Date
2020 February

fi360 Toolkit features and specs

No features have been listed yet.

AIRR features and specs

  • Integrations: Pipedrive, Xero, Salesforce, Vrunchabse, Quickbooks, Pipedrive, Dicusign
  • Free Trial: 2 weeks
  • Pipeline management: yes
  • Portfolio valuation: yes
  • Investor Relations: yes
  • Online KYC and Onboarding: yes
  • Data Synchronization: Yes
  • Accounting: yes
  • Custom integrations: yes

fi360 Toolkit videos

Fi360 and The Retireholi(k)s breakdown of the Fi360 Toolkit

More videos:

  • Review - fi360 Toolkit for Advisors - Getting started with the Toolkit
  • Review - Winning New Business with the fi360 Toolkit

AIRR videos

AIRR General Overview

More videos:

  • Review - Sof Sole Airr Orthotic Shoe Insole Inserts Review - Great Performance Insole with excellent padding

Category Popularity

0-100% (relative to fi360 Toolkit and AIRR)
Finance
62 62%
38% 38
Trading
100 100%
0% 0
Investing
37 37%
63% 63
Tool
100 100%
0% 0

User comments

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