Fi360 Toolkit
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
- Embeddable .Net Workflow Software Engine
- Workflow Rules Engine
- Workflow Designer
- Forms Designer
- Workflow Configuration Manager
- Workflow Business Analytics
- Workflow Enterprise Service Bus (ESB)
- Workflow API
- Archival
Pricing Info
cDev Workflow is priced with a one-time payment license costing $10,000.
Integrations
cDev Workflow integrates with the following business systems and applications:
- Microsoft SQL Server
- Oracle
- MySQL
- Microsoft Azure
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Integra, JUSTFAB, Directworks, Hospira
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
cDev Workflow is a .net workflow solution that lets the developers code and design the latest workflow engines tailored for the business processes.
Company Email
Contact No.
Company's Address
307 Waverley Oaks Rd, Suite #203
Waltham, Massachusetts 02452
USA
cDev Workflow Comparisons
Popular cDev Workflow Alternatives
In case you are still having second thoughts about which service will work best in your case it might be a sensible idea to examine each service’s social metrics. Such metrics are frequently a sign of how popular every product is and how wide is its online presence. For example, in case of Facebook Fi360 Toolkit has 301 likes on their official page while cDev Workflow profile is liked by 114 people.
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