BizFlow BPM
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
- Model-Driven Composition
- Business Rules Management
- Forms Design and Development
- SharePoint and Enterprise Document Management
- Information Model
- Analytics & Reporting
- Process Orchestration
- Adaptive Case Management
Pricing Info
BizFlow is priced on quote basis, with a starting enterprise pricing from $50,000, based on annual subscription and the number of involved users.
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
U.S. Department of Homeland Security, U.S. Department of Transportation
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
BizFlow’s BPM suite is an excellent process management solution offering tools for modeling, executing and optimizing enterprise work systems and processes.
Company Email
Contact No.
Company's Address
3141 Fairview Park Drive, Suite 850
Falls Church, VA 22042
USA
BizFlow BPM Comparisons
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The solutions analyzed on this page are merely a small sample of our complete Business Process Management Software category and you should remember that there might be better services out there. If you want to guarantee you make the wisest choice for your company we strongly suggest that you test more software first. You may also want to study our top 10 Business Process Management Software ranking to learn which software are now the highest-ranking ones and dominate the market.
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