Favro
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
- Backlogs
- Calendar
- Multiple view boards
- Department collections
- Time reporting
- To-do lists
- Board templates
- Card templates
- Reporting
- Top security
- Estimation fields
- Time sheets
Pricing Info
Favro offers three enterprise pricing plans for users to choose from. Give the details a look, and select the most suitable option for your business:
Standard Plan – $6.80 per user per month (billed annually), $8.00 per user month (billed monthly)
- Dedicated Support
- Unlimited Apps
- Unlimited Integrations
- Reporting and Basic Analytics Tools
- Power tools for Administration
Enterprise Plan – $12.75 per user per month (billed annually), $15.00 per user month (billed monthly)
- Enterprise Administration Tools
- SSO identity provider integrations
- Enterprise Support
Integrations
Favro is an open API system which can easily integrate with all third-party business apps and systems. Prominent integrations include:
- Slack
- Google Drive
- Dropbox
- Zapier
- HipChat
- Google Calendar
- JIRA Cloud
- GitHub
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Unity, Barrows, Sound Track Your Brand
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
Favro is a planning app which is designed to help your team to carry out complex business plans with ease and efficiency.
Company Email
Contact No.
Company's Address
Hansoft AB, Dragarbrunnsgatan 41A
SE-753 20 Uppsala
Sweden
Favro Comparisons
Popular Favro Alternatives
It may not always be enough to simply compare Fi360 Toolkit and Favro against one another. Even though reliable features, cost and customer reviews are all important and should be considered when making a final choice, you should also pay attention to the recognition and awards won by each solution. Very often a less popular software may turn out to be a great choice that was a winner of many SaaS awards such as our Supreme Software Award which shows that despite lesser market popularity it’s a worthy rival to the solutions that rule the market.
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