Alfresco
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Extended Enterprise Collaboration
- Process Management
- Information Governance
- Document Management
- Cade Management
- Records Management
Pricing Info
Alfresco provides a custom quote based on your specific system requirements. The Alfresco Digital Business Platform includes the modules Alfresco Governance Service, Alfresco Process Service, and Alfresco Content Services. Each of the modules may also be purchased individually. For pricing information, it’s required to contact Alfresco’s sales team through their website.
Integrations
- Ephesoft
- SAP
- Amazon Web Services
- SalesForce
- MS Office
- Outlook
- Auto CAD
- Crafter Software
- Virtual Works
- IGC
- MuleSoft
- LifeRay
- AcQuia
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Teach For All, EuroStar, Macquarie University
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
Alfresco is an open platform that helps businesses control content, optimize processes, and make collaboration an easy task. This is made possible by the system's management tools that let software development teams collate, view, and adjust processes. documents, and records.
Company Email
Contact No.
Company's Address
1825 S Grant St, Suite 900
San Mateo, CA 94402
United States
Alfresco Comparisons
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Both Fi360 Toolkit and Alfresco were reviewed by a group of independent B2B experts who carried out a full analysis of all important aspects of each service. Their final score was calculated with unique SmartScore model which calculates an individual partial score to each component like: main features, client support, mobile support, security, client satisfaction and reviews in other media. Here at FinancesOnline we realize useful features are not the only aspect important to a business so we make an effort to pay attention to all sides of a product prior to coming up with its final score.
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