Adeptia
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Business Application (not a developer tool)
- Self-serve capabilities
- Social Network Approach
- Automated ETL
- Application Integration (ESB)
- B2B Integration
- Customer Data Integration
- Hybrid Integration
- AI-Enabled Data Mapping
- Large File Data Ingestion and Streaming
- Partner-to-Partner Data Exchange
- SecureBridge Agent
- Collaboration Portal (for Internal and External Users)
- Customer and Supplier Portal
- Shared Connections
- Monitoring Dashboard
- Secure Engine
- Support for Different Data Protocols
- Triggers and Events
- One-to-Many Approach
Pricing Info
Adeptia pricing starts at $3000 per month. Contact the vendor for more information.
Integrations
Adeptia integrates with the following systems and applications:
- BambooHR
- BOX
- Dropbox
- Email Connector
- FreshBooks
- FTP
- Google Drive
- Google Spreadsheet
- Hubspot
- Marketo
- Magento
- Microsoft Dynamics CRM
- NetSuite
- QuickBooks
- Sage One
- Salesforce
- SharePoint
- Shopify
- Xero
- Zendesk
- ZOHO CRM
- Big Commerce
- Volusion
- JMS
- Odata
- LDAP
- Amazon SimpleDB
- OFX
- RSS Feeds
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nokia, PAYCHEX, IDES, HUSSMANN
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
Self-service Automation of B2B Data Connections in minutes for faster customer data onboarding with a Social Network approach.
Company Email
Contact No.
Company's Address
343 West Erie, Suite 440
Chicago, IL 60654
USA
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When you test various Business Process Management Software products you shouldn’t only analyze their features list and offered pricing packages. Keep in mind the solution must be adjusted to your requirements and team so the more flexible their offer the better. Learn which systems are supported by Fi360 Toolkit and Adeptia and make sure you will get mobile support for whichever devices you use in your company. You should also examine which languages and geographies are supported, as this may be a key element for many companies.
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