CounSol
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
- Personal Account Manager
- Advertise Your Practice Online
- Complete Practice Management
- Custom Client Site
- Secure Messaging
- Appointment Reminders
- Custom Forms and Questionnaires
- Secure Client Records & Notes
- Client Treatment Plans
- Client Progress Notes
- Client Scheduling and Calendar
- iCalendar Sync
- Schedule Group Sessions
- Client Billing & Invoicing
- Electronic Insurance Claim Submission
- Client Journal
- Online Appointment Booking & Availability
- Secure Live Video Sessions
- Secure Live Online Chat
Pricing Info
CounSol offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best package for your business:
CounselorListing.com – $9.95/month
- Personal Account Manager
- Advertise Your Practice Online
Practice Management – $49.95/month
- All Counselor Listing features
- Complete Practice Management
- Custom Client Site
- Secure Messaging
- Appointment Reminders
- Custom Forms and Questionnaires
- Secure Client Records & Notes
- Client Treatment Plans
- Client Progress Notes
- Client Scheduling and Calendar
- iCalendar Sync
- Schedule Group Sessions
- Client Billing & Invoicing
- Electronic Insurance Claim Submission
- Client Journal
- Online Appointment Booking & Availability
Practice Management Plus – $64.95/month
- All Practice Management features
- Secure Live Video Sessions
- Secure Live Online Chat
Integrations
CounSol integrates with the following business systems and applications:
- Stripe
- PayPal
- Braintree
- Authorize.net
- BluePay
- Forte
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
CounSol is a complete practice management solution that is designed specifically for practitioners in the counseling and mental health practice.
Company Email
Contact No.
Company's Address
7345 W Sand Lake Rd, Suite 309
Orlando, FL 32819-5281
USA
CounSol Comparisons
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Please note that even though both Fi360 Toolkit and CounSol may offer an outstanding array of features every product may be designed for a different business size. If you are studying different apps you may want to give some attention to a business type they are catering to. Certain functionalities might scale up with no problem for big enterprises but if you own a small or mid-sized business it’s frequently more sensible to avoid paying for customized features that you may never use.
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