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Compare Accountri vs Fi360 Toolkit

What is better Accountri or Fi360 Toolkit? If you wish for an efficient Business Process Management Software product for your business you should take time to assess a wide range of options. It doesn’t have to be tricky, and can be as quick as matching their features in a table like the one below. You will also get a quick idea how each product works. For example, on this page you can find Accountri’s overall score of 8.6 and compare it against Fi360 Toolkit’s score of 6.9; or Accountri’s user satisfaction level at 100% versus Fi360 Toolkit’s N/A% satisfaction score.

The contrast will allow you to spot the strengths and weaknesses of each software, and decide which one suits you requirements better. Aside from the rich features, the solution that’s simple to grasp and use is always the better choice.

In the event you have to quickly locate the top Business Process Management Software according to our experts we recommend you check out the following products: Promapp, Studio Creatio Enterprise, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from ₹254

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Project Management
  • Human Resource Management
  • Timesheet & Payroll
  • Invoicing
  • Payments & Receivables
  • Policy Management
  • Client & Vendor Management
  • Case Management
  • Issues & Recognitions
  • Document Management

Pricing Info

Accountri offers three enterprise pricing plans for you to choose from. One of which is a free plan created for startups and starting businesses. Here are the details:

Startup – ₹0

  • 3 Users
  • 500 Document uploads or downloads/month
  • 500 MB Document Storage
  • Human Resource Management
  • Project Management
  • Asset Management
  • Timesheet & Payroll
  • Payments & Receivables
  • Add up to 5 clients
  • Add up to 10 vendors
  • Service Desk
  • Talent Pool
  • Case Management
  • Issue & Recognition Management
  • Governance
  • View Standard Reports

Business – ₹299/user/month or ₹30,480/user/year

  • 10 Users
  • 20,00 Document uploads or downloads/month
  • 3 GB Document Storage
  • Human Resource Management
  • Project Management
  • Asset Management
  • Timesheet & Payroll
  • Payments & Receivables
  • Add unlimited clients
  • Add unlimited vendors
  • Service Desk
  • Talent Pool
  • Case Management
  • Issue & Recognition Management
  • Governance
  • View & Download Standard Reports

Enterprise –  Starts at ₹499/user/month or ₹5,280/user/year

  • Up to 100 Users
  • Unlimited Document uploads or downloads/month
  • 5 MB Document Storage/user
  • Human Resource Management
  • Project Management
  • Asset Management
  • Timesheet & Payroll
  • Payments & Receivables
  • Add unlimited clients
  • Add unlimited vendors
  • Policy Management
  • Service Desk
  • Talent Pool
  • Case Management
  • Document Management
  • Template Management
  • Issue & Recognition Management
  • Governance
  • View & Download Standard Reports

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Annamreddy Satyam, Venkat Nalam, Sahil Kumar

Integrations

Accountri’s CRM integrates with Google Calendar to keep in sync all the appointments and tasks as per schedule.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An all-in-one business management software that lets you efficiently and strategically handle your organization's resources.

Company Email

contact@accountri.com

Contact No.

Company's Address

Marvel Business Solutions Pvt. Ltd.
Unit:302,Matrix Commercial 2,
Huda Techno Enclave,
Madhapur, Hyderabad-500081
India

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $2400

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Criteria for due diligence
  • Analysis of Fiduciary Score
  • Reporting options that are FINRA-reviewed
  • Investment analyzer
  • 401k & individual monitoring report
  • Summary of firm level watch list
  • 401(k) & individual proposal
  • 401(k) & individual investment policy statement
  • Investment fact sheet
  • Investment profile
  • Investment comparison
  • Model portfolios report
  • Model factsheet

Pricing Info

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Fi360 integrates with the following business systems and applications:

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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.

Company Email

sales@fi360.com

Contact No.

Company's Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to automate, measure and optimize any business process, capable of ensuring accurate management, promoting collaboration, simplifying administrative tasks and robust reporting.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

Name
Comparision

When you pick a product that you believe will be an actual asset for your team you shouldn’t only limit yourself to what professionals have to say about it. In many cases individual experience with the app will vary, depending on your own goals and work processes. This is why in our reviews we also provide our User Satisfaction Rating for every app to give you an immediate overview of how real users of Accountri and Fi360 Toolkit rate their experience with the app. Our algorithm is based on detailed analysis of product appearances on other sites, social networks and blogs, so you are going to receive a complete and credible landscape of what other clients think about each solution. In this case Accountri has a total satisfaction rating at 100% while for Fi360 Toolkit N/A% of people say they had an enjoyable experience with it.

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