Creatio Studio
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
- 360-degrees customer views
- Lead management
- Lead segmentation
- Collaboration suite
- Business process management
- Best practices and opportunity management
- Advanced customization
- Open configuration
- Visual process designer (WYSIWYG)
- Dashboard analytics
- On-premise and in-cloud deployment
- Extensive API
- Synchronized mobile app
- Field sales app
- File sharing and omnichannel communication
- Case management
Pricing Info
Creatio Studio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:
- Growth starts from $25/user/month. Provide automation to SMB clients.
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.You also can get a free demo with CRM experts and choose an option.
Integrations
Creatio Studio is built to eliminate data silos and create unified workflows by seamlessly connecting with your existing enterprise systems. With a rich library of pre-built connectors and an open API, the applications you build can easily share data with the software you already use. This ensures that your custom solutions enhance, rather than disrupt, your current IT landscape.
Key integrations showcase its versatility across critical business functions, including the following:
- SAP
- Shopify
- PandaDoc
- DocuSign
- Power BI
- RingCentral
To explore a constantly growing library of additional pre-built applications, connectors, and vertical solutions, users can visit the Creatio Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
L'Oreal, BAYER, Heinz
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 innovative business process management software that combines out-of-the-box solutions and customizable templates to help users build the processes they want. With this, users can comment on actions, collaborate with colleagues, move elements, and manage all processes from one place.
Company Email
info@creatio.com
Contact No.
Company's Address
280 Summer St., 6th floor
Boston, Massachusetts
USA
Creatio Studio Comparisons
Popular Creatio Studio Alternatives
It may not always be enough to simply compare Fi360 Toolkit and Creatio Studio against one another. Even though useful features, cost and user reviews are all important and should be taken into account when making a final decision, you should also check out the recognition and awards won by each product. Very often a less dominant service may turn out to be an amazing choice that was distinguished with SaaS awards such as our Great User Experience Award which reveals that despite smaller market popularity it’s a worthy contender to the services that rule the market.
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