Compare Fi360 Toolkit vs. Bizbee

It’s easy to our scoring system to give you a general idea which Business Process Management Software product is will work better for your company. For overall product quality, Fi360 Toolkit attained 6.9 points, while Bizbee earned 8.0 points. Meanwhile, for user satisfaction, Fi360 Toolkit scored N/A%, while Bizbee scored 100%. Information regarding their functions, tools, supported platforms, customer service, and more are given below to provide you with a more precise review. Don’t forget to choose only the tools your business requires to avoid wasting money for features that are unnecessary. Currently, the most significant solutions in our Business Process Management Software category are: bpm’online studio, Nintex, Promapp.
Software

Fi360 Toolkit

VS

Bizbee

VS

Fi360 Toolkit screenshot Bizbee screenshot
Pricing Page

Total Score

Our Score

6.9 ?

Our Score

8.0 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

100% ?

Price

Price

$2400

$5

Pricing Model

Pricing Model

Annual Subscription Quote-based
Detailed Review

Detailed Review

General Description

General Description

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
Bizbee is a self-service business process automation platform designed primarily to automate business processes and workflows of SMBs and enterprises at a time.
Useful Links
Supported Integrations

Supported Integrations

Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica

Bizbee integrates with many business systems and applications, among which:

  • G-Suite
  • Office 365
  • Zendesk
  • FreshDesk
  • Asana
  • Workday
  • Dropbox
Contact Email

Contact Email

sales@fi360.com support@bizbee.io
Types of Customers

Types of Customers

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about Bizbee pricing
Available Support

Available Support

Phone
Phone Live Support
Ticket Training
Languages

Languages

English English, India
Devices Supported

Devices Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Company's Address

Company's Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
Spline Arcade,
Flat No. 401,Plot No.1208,
Ayyappa Society, Madhapur,
Hyderabad - 500081
India
Prominent Customers

Prominent Customers

My Perfect Fit, TechPack, NayaGoodi
Available Features

Available Features

Fi360 Toolkit FEATURES

  • Fi360 Fiduciary Score® analysis
  • Customizable Due Diligence Criteria and watch list management capabilities
  • Flexible and diverse FINRA-reviewed reporting options
  • Investment Analyzer
  • 401k Monitoring Report
  • Individual Monitoring Report
  • Firm Level Watch List Summary
  • 401(k) Proposal
  • Individual Proposal
  • 401(k) Investment Policy Statement
  • Individual Investment Policy Statement
  • Investment Fact Sheet
  • Investment Profile
  • Investment Comparison
  • Model Portfolios Report
  • Model Factsheet

Bizbee FEATURES

  • App Maker
  • CRM
  • ITSM Service Desk
  • Help Desk
  • Knowledgebase
  • Chat
  • HR Automation
  • Inventory Management
  • Expense Management
  • Survey
Phone No.

Phone No.

+1-866-390-5080 (+91)-98481-50678
Pricing Plans

Pricing Plans

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

Bizbee offers five pricing plans that you can choose from. Here are the details:

Freemium plan

  •  2 Processes
  •  Custom process builder
  •  Sequential workflows

Basic plan – $6 per user per month ($5 if paid on annual basis)

  •  All features of Freemium
  • 10 minimum users required
  •  100+ default processes
  •  Geo location tracking
  •  User groups
  •  APIs
  •  Webhooks

Regular plan – $15 per user per month ($18 if paid on annual basis)

  •  All features of Basic
  •  5 minimum users required
  •  Reports & Custom reports
  •  SLA’s for processes
  •  Conditional workflows
  •  Default dashboards
  •  Customviews
  •  Custom roles

Professional plan – $25 per user per month ($29 if paid on annual basis)

  • All features of Regular
  •  Team workspaces
  •  Gamification
  •  Custom dashboards
  •  Event triggers
  •  Analytics on processes, users & efficiency
  •  Free custom branded mobile app

Enterprise plan – by quote

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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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Please keep in mind that even though both Fi360 Toolkit and Bizbee may provide an excellent set of features every solution could be aimed at a different business size. If you are analyzing various solutions you should focus on a business size they are meant for. Some elements could scale up efficiently for large enterprises but if you run a small or mid-sized company it’s often better to avoid paying for complex features that you may never use.