Agiloft
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
- Tables and Fields
- Working with Records
- Document Management
- Powerful Searching
- Charts and Reports
- Communications & E-mail
- Auditability
- Automation
- Brandable Portals
- Precise Access Control
- Configurable Interfaces
- System Integration & API’s
- Installation and Upgrades
Pricing Info
Quote
Pricing will be based on number of users of various license types as well as the service package preferred.
Enterprise Edition
The tool offers a freemium and paid versions.
Hosted Service
- Contract Management Suite: $45/user per month
- Service Desk Suite: $65/user per month
- Workflow/Custom BPM Suite: $45/user per month
Software Purchase
- Contract Management Suite: $1,050/user
- Service Desk Suite: $1,400/user
- Workflow/Custom BPM Suite: $1,050/user
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Conde Nast publications, Chevron, ProFunds Group
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
Agiloft is the leading provider of adaptive web-based business process management solutions for organizations of all sizes.
Company Email
info@agiloft.com
Contact No.
Company's Address
460 Seaport Court, Suite 200, Redwood City, CA 94063
Agiloft Comparisons
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When you pick a software that you are sure will work best for your company you shouldn’t only pay attention to what experts have to say about it. Quite frequently personal experience with the app may be different, depending on your own goals and needs. That’s why in our reviews we also provide our User Satisfaction Rating for every service to give you a quick overview of how real users of Fi360 Toolkit and Agiloft estimate their contact with the product. Our algorithm is based on complex analysis of product appearances on other sites, social media as well as blogs, so you are going to get a complete and credible overview of what other users think about every solution. In this example Fi360 Toolkit got a total satisfaction rating at N/A% while for Agiloft 100% of users express they had a positive experience with it.
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