Empiraa
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
- Activity Dashboard
- Data Visualization
- KPI Monitoring
- Modeling & Simulation
- Goal Setting/Tracking
- Performance Management
Pricing Info
Empiraa offers pricing plans for various business scales and a 14-day free trial. Visit their website to register.
Launchpad – $29/month
- Up to 5 users
- 14-day free trial
- Up to 5 pillars
- Up to 5 teams
- 3 objectives deep
- Up to 50 API calls
- 1 Onboarding call
- Full Onboarding & Training
- Full designers suite
- AI Assistant
Momentum – $49/month
- Everything in Launchpad +
- Up to 10 users
- 14-day free trial
- Up to 10 pillars
- Up to 25 teams
- 5 objectives deep
- Up to 100 API calls
- 2 Onboarding calls
- Transition from docs to Empiraa
- Dashboards & myHub
- Team training sessions
Ascension – $79/month
- Everything in Momentum +
- Up to 20 users
- 14-day free trial
- Up to 15 pillars
- Up to 35 teams
- 7 objectives deep
- Up to 500 API calls
- 4 Onboarding calls
- Custom integrations
- 4 Training sessions
- 2 Plan transitions
Pinnacle – $149/month
- Everything in Ascension +
- Up to 50 users
- 14-day free trial
- Unlimited pillars
- Unlimited teams
- Unlimited objectives
- Up to 1000 API calls
- 5 Onboarding calls
- Bespoke Integration Service
- 6 Training sessions
- 4 Plan transitions
Integrations
Empiraa has an Open API that can seamlessly integrate and set up automatic data transfers to pull data from other platforms, such as:
- Slack
- Google Drive
- Asana
- Xero
- Salesforce
- Monday.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ruan, Sharp & Carter, Terra Rosa Consulting
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
Empiraa is an online platform that aids businesses like HR, technology, and hospitality firms in transforming their strategies into tangible outcomes.
Company Email
team@empiraa.com
Contact No.
Company's Address
Empiraa
420/838 Collins St. Docklands, 3008 VIC
Australia
Empiraa Comparisons
Popular Empiraa Alternatives
If you research various Business Process Management Software services you shouldn’t only explore their list of features and offered pricing plans. Pay attention to the fact that the product must be adjusted to your work processes and company so the more flexible their offer the better. Explore which systems are supported by Fi360 Toolkit and Empiraa and ensure you will get mobile support for whatever devices you use in your company. You should also learn which languages and countries are supported, because this may be a critical factor for many companies.
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