ClinicSource
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
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
- Practice Management
- Scheduling
- Billing and invoicing
- Documentation
- Templates
- Reporting
- Automatic Reminders
- Payment processing
- Claim tracking
- Drag and drop customization
- Filters
- User Permissions
Pricing Info
ClinicSource offers a single enterprise pricing plan, with the possibility to add full-time and part-time users for a respectable fee. A 30-days free trial is also available.
Here are the details:
First User – $59.95 per month
- 1 User account
- Single Billing Location
- Initial remote training of 2 hours
- Attachment storage space of 2 GB
- Free setup
- Nightly Backup
Additional full time users – $29.95 per month
Additional part time users – $9.95 per month
Integrations
ClinicSource integrates with the following business systems and applications:
- Google Calendar
- Microsoft Outlook
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
ClinicSource has the capability to provide solutions to all your business related problems for you clinic which makes it quite an appealing cloud based software service.
Company Email
Contact No.
Company's Address
ClinicSource Corporate Office
2124 NE 123rd St., Ste. 218
North Miami, FL 33181
USA
ClinicSource Comparisons
Popular ClinicSource Alternatives
Both Fi360 Toolkit and ClinicSource were tested by a group of independent SaaS experts who carried out a detailed examination of all core elements of each solution. Their total score was calculated by means of unique SmartScore system which calculates a separate partial score to each factor such as: main functionalities, customer support, mobile support, security, customer satisfaction and media presence. Here at FinancesOnline we know useful features are not the only aspect crucial to a business so we make an effort to pay attention to all aspects of a solution before calculating its final rating.
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