123SignUp
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Membership management automation
- Online payments
- Scheduled and automated email reminders
- Integrated enrollment and renewal with website
- Membership, donations, financials, registration tracking
- Email marketing, Facebook and Twitter sharing
- Flexible event setup
- Automated confirmations
- Customized payment options
- Registration by Approval
- CEU Tracking
- Donation collection
- Post-event surveys
- Customizable email templates
- On-demand reporting tools
- Feedback collection
- Branded registration
Pricing Info
123SignUp’s enterprise pricing is pay-as-you-use, based on per registration and without annual, per event or account setup fees. All features are available.
- Per registration fee: 3.5% of event fee (minimum $1, maximum $10)
- Credit card processing
Option 1: 123SignUP collects payments, reconciles, handles charge backs and remits funds on a monthly basis
- Visa, Mastercard and Discover: 3% of the transaction amount
- American Express: 4.5% of the transaction amount
Option 2: Connecting to official/company’s merchant account at no extra charge from the platform and pay credit card fees directly to the provider.
Integrations
123SignUp integrates with all leading social media platforms.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ADAP Advocacy Association, NORTH SHORE Technology Council, Florida School Counselor Association
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
All-in-one online platform that streamlines the operations associated with membership-based businesses. 123SignUp provides automation tools for efficiently managing membership registration, renewal, and events. These include tracking online membership payments, donations, online event registrations, post-event surveys, and more.
Company Email
info@123Signup.com
Contact No.
Company's Address
111 N Market St, Suite 990
San Jose, CA 95113
USA
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Both Fi360 Toolkit and 123SignUp were tested by a team of reliable B2B experts who conducted a full analysis of all crucial elements of each software. Their ultimate rating was prepared by means of unique SmartScore system which gives an individual partial score to each factor such as: main features, client support, mobile support, security, customer satisfaction and reviews in other media. We know useful features are not the only aspect important to a company so we make an effort to pay attention to all facets of a product before giving it a final rating.
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