Cansulta
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Consulting Services
- Multiple Knowledge Areas
- Consultant Vetting
- Consultant Search
- 1-on-1 Live Consultations
- Virtual Meeting Rooms
- Booking/Scheduling
- Calendar Integration
- Personal Consultant Page
- Digital Products
- Custom Services
- Screen Sharing
- Whiteboarding
Pricing Info
Pricing Info
Cansulta can be used by clients without paying recurring enterprise plan fees. They only need to pay for the services they use like live consultations, products, and services. Live virtual meetings with consultants cost $250 per hour.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Valoppi Ventures, EIO Solutions, U+ Education
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Cansulta is consultancy solution that allows decision-makers to work with experienced and vetted advisors in various industries and expertise to tackle business challenges.
Company Email
Contact No.
Company's Address
CANSULTA
AKP Solutions Inc., 80 Front Street East, Suite 508, Toronto, Ontario, M5E 1T4
Canada
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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
Integrations
Fi360 integrates with the following business systems and applications:
- Epic Advisors
- American Funds
- Mid Atlantic Trust Company
- Castle Rock Innovations
- Fina Metrica
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
Contact No.
Company's Address
3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
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In case you continue having doubts about which software will be best for your business it may be a sensible idea to take a look at each service’s social metrics. Such metrics are usually a way to see how popular a given service is and how extensive is its online presence. For example, in case of Facebook Cansulta has 85 likes on their official profile while Fi360 Toolkit profile is liked by 301 users.
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