Compare Fi360 Toolkit vs. App-Ready SmartTag

The best Business Process Management Software is a program that can address your company’s specific requirements. It is possible to find which alternative works best for your business if you assess different products before you decide which one is the best. For example, App-Ready SmartTag and Fi360 Toolkit are scored at 8.0 and 6.9, respectively, for total quality and performance. Similarly, App-Ready SmartTag and Fi360 Toolkit have a user satisfaction rating of N/A% and N/A%, respectively, which shows the general satisfaction they get from customers. Even better, talk to a current client of the software and ask for their comments concerning the application in question. In the event you want to quickly locate the top Business Process Management Software according to our experts we advise you try out these services: Nintex, bpm’online studio, Promapp.
Software

Fi360 Toolkit

VS

App-Ready SmartTag

VS

Fi360 Toolkit screenshot App-Ready SmartTag screenshot
Pricing Details

Total Score

Our Score

6.9 ?

Our Score

8.0 ?

Customer Experience

Customer Experience

Customer Experience

N/A% ?

Customer Experience

N/A% ?

Pricing

Pricing

$2400

$24.95

Pricing Type

Pricing Type

Annual Subscription Monthly payment | One-time payment | Quote-based
Detailed Review

Detailed Review

Product Info

Product Info

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
App-Ready SmartTag is a system that enables office and factory automation to instantly turn posters, signs, labels, and other print media into powerful, hi-tech devices.
Quick Links
Phone Number

Phone Number

+1-866-390-5080 +1-888-222-5946
Languages Supported

Languages Supported

English English
Pricing Details

Pricing Details

Learn more about Fi360 Toolkit pricing Learn more about App-Ready SmartTag pricing
Types of Support

Types of Support

Phone
Phone
Ticket Training
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

App-Ready SmartTag has an open architecture where users may include XML tags as part of the app content. XML tags may be used to request what data to be parsed to users’ API.

Email Address

Email Address

sales@fi360.com support@mytrackbuddy.com
Contact Address

Contact Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
122 Calistoga Road #250
Santa Rosa, CA 95409
USA
Prominent Clients

Prominent Clients

Available Features

Available Features

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

App-Ready SmartTag FEATURES

  • Mobile Content Distribution
  • Customer Engagement
  • Inventory Management and Tracking
  • Supplier Notification
  • Service Logs and Log History Access
  • Time Management and Automated Time Card Processing
  • Cloud-based Field Communication and Inventory Controls
  • Print Media Conversion
Types of Clients

Types of Clients

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
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

App-Ready SmartTag offers several enterprise pricing options, depending on the number of tags the company needs. Here are the details:

  • 1 to 20 Tags – $29.95/tag one-time fee
  • 21 to 50 Tags – $27.95/tag one-time fee
  • 51 to 100 Tags – $24.95/tag one-time fee
  • Over 100 Tags – By quote

Each tag comes with a 6-month subscription. All App-Ready SmartTags can be reused by assigning them different apps.

Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Product Comparisons

Product Comparisons

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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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Almost as crucial as features and customer support level are pricing packages provided by App-Ready SmartTag and Fi360 Toolkit. While pricing should not be the sole element it’s without a doubt a key thing to consider. You should count on a flexible pricing package that can be matched with your business size and effortlessly scaled up every time your business grows. Be sure that you don’t choose plans that have additional functionalities that you won’t find useful and always make an effort to get in touch with the vendor directly as big companies can usually benefit from discounts. You should also give a chance to a free trial or demo of every app to spend at least some time working with it. It’s a helpful experience that doesn’t require you to spend any money and offers a solid overview of what it’s like to work with App-Ready SmartTag and Fi360 Toolkit.