Acumatica
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
Fi360 Toolkit Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- General ledger
- Accounts payable
- Accounts receivable
- Cash management
- Currency management
- Tax management
- Deferred revenue accounting
- Multi-entity and intercompany accounting
- Financial Translation
- Consolidation
- Tax management
- Deferred revenue accounting
- Recurring revenue management
- Fixed assets
- Time management
- Advanced expense management
- Bank feeds
- Project accounting
- Payroll management
- Reporting
- Dashboards
- Data analysis
- Mobile ERP
- Account-based controls
- Centralized purchasing and invoicing
- Company bank accounts
- Asset transfers
- Account allocations
- Cross-company sales
- Purchase orders
- Time management
- Project cost tracking
- Advanced billing
- Advanced expense management
- Sales automation
- Customer self-service portal
- Integrated marketing
- Service and support automation
- Pay groups
- Employee classes
- Tax rates
- Payroll attributes
- Earning code types
- Overtime rules
- Deductions and benefits
- Business intelligence and analytics
- Replenishment
- Location management
- Physical inventory
- Pricing, discounts, and promotions
- Customer and vendor items
- Non-stock items
- Pick list generation
- Automated shipment label generation
- Automatic shipment tracking
- Shipment progress notification
- Sales order management
- Credit limit verification
- Purchaser integration
- Vendor bidding
- Automated requisitioning
- Non-stock receipts and returns
- Audit trail
- Data synchronization
- Manage commerce risk
- Rapid order entry
- Barcode scanning
- Cash register
- Real-time inventory
- Receipt printers
- Credit cards
- Customer returns
- Special orders
- Customer management
- Payment plans
- Construction budgeting
- Construction job costing
- Daily field reports
- Project billing
- Joint checks
- Lien and waiver release management
- Retainage tracking
- Configuration options
- Over 70 native integrations
Pricing Info
Acumatica provides monthly payment, annual subscription, and quote-based pricing, which is available upon request.
Integrations
Acumatica natively integrates with more than 200 applications, tools, and services, including over 70 native integrations through its marketplace. These include apps for accounts payable, accounts receivable, inventory management, marketing automation, sales order management, and warehouse management, among others.
Some examples of these integrations are:
- Shopify
- WooCommerce Connector
- Biz-Tech Magento Connector
- Velixo
- eWorkplace Apps
- Celigo
- BigCommerce
- DataSelf
- ShipEngine
- Acusync
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
KFC Singapore, IMG Enterprises, Tulsa Performing Arts Center
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
Features a future-proof and intuitive interface, which supports business growth by allowing employees to access data anytime and anywhere. It also handles everything from finance management and project accounting to inventory management and payroll processing.
Company Email
info@acumatica.com
Contact No.
Company's Address
Acumatica
3933 Lake Washington Blvd NE #350, Kirkland, WA 98033
USA
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You shouldn’t count on simply a broad array of functionalities and scalable pricing from a popular Business Process Management Software. Almost as crucial as main features is a trustworthy customer support. You want to guarantee that in a situation where you have any questions about Fi360 Toolkit or Acumatica, or you struggle with some problems, or perhaps you’ll need to request a certain revision or feature useful to your business you can rely on a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are provided. What is more, it’s a major asset if you are able to benefit from personal training or at least an FAQ you can use.
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