ActiveBatch
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
Contact No.
Company's Address
3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
Fi360 Toolkit Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Business process automation
- Task management/scheduling
- Dashboard view
- Collaboration tools
- Compliance tracker
- Low-code support
- Graphical workflow editor
- Alerts and notifications
- Customizable access control
- Remote/mobile access support
- Troubleshooting tools
- ETL support
- Multiple data sourcing
- Third-party integrations
- API Accessibility
- Cloud-hosted
- iOS-native app
- Android native app
- Flexible, scalable pricing
Pricing Info
Vendor boasts of a flexible and scalable licensing model. Please contact a rep for a price quotation.
Integrations
ActiveBatch natively integrates with the following applications:
- Active Directory
- Crystal Reports
- CyberArk Application Access Manager
- Exchange Server
- Oracle Job Scheduler
- PowerShell
- SQL Server Scheduling
- Task Scheduler Automation
- Amazon EC2
- Hadoop Ecosystem
- IBM Cognos BI
- IBM DataStage
- IBM PureData (Netezza)
- Informatica Cloud
- Informatica PowerCenter
- Microsoft Azure
- Microsoft Dynamics AX
- Microsoft SharePoint
- Microsoft System Center
- Configuration Manager
- Operations Manager
- Orchestrator
- Service Manager
- Virtual Machine Manager
- Microsoft Team Foundation Server
- Oracle EBS
- Oracle PeopleSoft
- SAP BusinessObjects Data Services
- SAP NetWeaver
- ServiceNow
- Teradata
- VMware
ActiveBatch also has API accessibility so you can custom-integrate it with your existing solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Verizon, Bosch, Subway
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
A cross-platform workflow automation tool that can handle job scheduling and workload distribution and management. It eliminates scripting through prebuilt, pretested, production-ready Job Steps for no-code workflow assembly while supporting existing script investments. This eliminates the hassle and coding associated with workflow development.
Company Email
Contact No.
Company's Address
1180 Headquarters Plaza
W. Tower - 4th Floor
Morristown, NJ 07960
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Almost as crucial as useful features and client support responsiveness are pricing options given by Fi360 Toolkit and ActiveBatch. Although price should not be the only factor it’s definitely an important thing to think about. You should expect a flexible pricing package that can be adjusted to your business size and easily scaled up every time your business develops. You should be certain you don’t select pricing plans that have extra tools that you won’t find useful and always make an effort to contact with the vendor directly as enterprises can frequently benefit from more affordable prices. You should also give a chance to a free trial or demo of each app to spend at least some time using it. It’s a helpful experience that doesn’t ask you to spend any money and gives you a practical overview of what it feels like to work with Fi360 Toolkit and ActiveBatch.
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