ConnectWise
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Help Desk Management
- Ticketing System
- Project Management
- Dashboards and Reporting
- Time sheets
- CRM
- Service Support Management
- Billing
- Procurement
- Email Management
- Dispatch Portal
- ITIL processes automation
- Business intelligence
- Automate anything
- Developer Network
- Service boards
- Pipeline Reporting
- Mobile app
- Open API
- 300+ Integrations
Pricing Info
Pricing Info
Integrations
Integrations
- Acomba
- Active Directory Contacts Sync
- Anchor
- AuthAnvil
- AVG Managed Workplace
- BizDox
- BrightGauge
- BVoIP 3CX
- CentraStafe
- CharTec BDR
- CharTec SaaS BDR
- Client Heartbeat
- Cloud Manager
- CloudBerry Managed Backup
- CNET ChannelOnline
- Connect and Market by Yellowbus
- ConnectBooster
- ConnectSMART
- ConnectWise ChatAssist
- Contact Science
- Continuum
- CoreConnex
- Custom Reports by Mobius Works
- Customer Thermometer
- Cyberoam
- Datto
- DeskDirector
- D-Tools Connect
- Dynamics GP Integration
- eAutomate
- eFolder
- Excel Micro
- Exchange Defender
- Executive Briefing Service for ConnectWise
- Field Nation
- Fortinet
- FreedomIQ
- GFI Maz
- independenceIT Cloud Workspace
- Intermedia
- Intronis
- IT Glue
- ITQuoter
- JetStream
- JoomConnect
- Kaseya
- LabTech
- LogicMonitor
- LogMeIn
- ManagetoWIN
- McAfee MX Logic
- MindMatrix
- MYOB Integration
- N-able
- Naverisk
- NetEnrich
- Nex.to Client Satisfaction Measurement
- Nex.to Email Analytics
- NilearOS
- Nimsoft
- OpenDNS Umbrella for MSPs
- OS33
- Passportal
- Plus Software
- Postini
- Pronto Marketing
- Quality Center Integration
- Quickbooks Integration
- Quickbooks Online
- QuickTix
- Quosal
- QuoteWeks
- qvWise
- RapidFiretools Email2Ticket
- RapidFiretools Network Detective
- Reflexion
- RepairTech TechSuite
- Replibit
- Sage 100 ERP
- Sage 300 Integration
- Sage 50 Accounting Canada
- Sage 50 Accounts (formerly Sage Line 50 UK) Integration
- Sage 50 Integration
- SenditCertified
- Servoyant
- SmartShare
- SonicWall
- Soonr
- Spam Soap
- Storage Guardian
- StorageCraft
- Sureline Systems
- Team Foundation Server
- ThinkGrid
- Thycotic
- TimeConnect
- TimeStream
- Trend Micro
- Unitrends
- Update Warranty
- Vartopia
- Vault Logix
- Vembu
- VirtualTone
- VTone MSP BILLING Module
- WatchGuard
- Web Teks
- Website Connector
- Wise-Sync Quickbooks Online
- Work Market
- Xero
- Xero-ConnectWise Integration
- Xerox
- Yellowbus Solutions Connect and Pay
- Zenith BDR
- Zetta.net
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
None indicated
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
ConnectWise, the world's #1 business management platform, can increase your business profitability, efficiency, and control.
Company Email
CustomerService@ConnectWise.com
Contact No.
Company's Address
4110 George Rd Tampa, FL 33634 United States
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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
sales@fi360.com
Contact No.
Company's Address
3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
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You don’t want just a broad range of useful tools and adjustable pricing from a well-known Business Process Management Software. Almost as significant as key features is a top-notch customer support. You want to make sure that when you have any questions about ConnectWise or Fi360 Toolkit, or you struggle with some problems, or maybe you’ll need to request a certain change or feature beneficial to your team you can rely on a responsive and helpful customer support. Examine whether options such as phone support, tickets or live chat are offered. Additionally, it’s a significant advantage if you can enjoy individual training or at least an FAQ you can use.
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