Eurostep Digital
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Portfolio Management
- Board Portal
- Fund Analytics
- Virtual Data Room
- Limited Partners Dashboard
- Monthly Newsletters
- Document Library
- Cap Table Reporting
Pricing Info
Pricing Info
Eurostep Digital offers modular enterprise pricing for better scaling. A risk-free trial is available.
Essential – €15/month
- 1 user
- Dashboard
- Newsletters
- Investor Relations Releases
- Document Library
- Cap Table Reporting
- Investor Management
- Digital Events
- Digital IR Analytics
- Board Portal
- Virtual Data Room
- Corporate Governance Rating
Angel – €99/month
- Up to 3 users
- Up to 25 portfolio companies and 50 potential investments
- Dashboards
- Company Information
- Portfolio Management
- Document Library
Investor Pro – €499/month
- All features of Angel +
- Unlimited users
- Up to 50 portfolio companies and 75 potential investments
- Limited Partners Dashboard
- Fund Analytics
- Portfolio Analytics
- Digital Events
- Board Portal
- Virtual Data Room
- Onboarding Support
Investor Pro+ – €999/month
- All features of Investor Pro +
- Unlimited users
- Unlimited portfolio companies and potential investments
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Omini, Nanoramic Laboratories, Equinox
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
Eurostep Digital is a software solution that allows private enterprises and shareholders to communicate, disclose, and produce long-term wealth while maintaining good governance.
Company Email
Company's Address
Eurostep Digital,
23 Rue Vergniaud, 75013 Paris,
France
Eurostep Digital Comparisons
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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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The services compared on this page are merely a sliver of our complete Business Process Management Software category and you should take into account that there may be more desirable alternatives available. If you would like to make sure you make the optimal decision for your team we definitely encourage you to compare more products first. It may also be a good idea to study our top 10 Business Process Management Software list to find out which solutions are at the moment the highest-ranking ones and dominate the market.
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