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
Popular Fi360 Toolkit Alternatives
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
Popular Agiloft Alternatives
If you research various Business Process Management Software solutions you shouldn’t just analyze their list of features and offered pricing plans. Consider that the app should be adjusted to your needs and company so the more flexible their offer the better. Check what platforms are supported by Fi360 Toolkit and Agiloft and ensure you will get mobile support for whatever devices you use in your company. You should also find out which languages and countries are supported, as this might be a critical factor for many businesses.
Page last modified