Compare Flex vs. Fi360 Toolkit

Selecting the right Business Process Management Software for your business is complicated with too much functions, choices, and terms to check. On the other hand, relying on our review directory will help you to simplify the selection steps by displaying all crucial apps in one location. As an illustration, you can compare Fi360 Toolkit and Flex for their features and overall scores, namely, 6.9 and 7.9, respectively. Furthermore, you can check which product has better general user satisfaction rating: N/A% (Fi360 Toolkit) and N/A% (Flex) to learn which one is better for your business. Don’t simply pick the software with the most attractive price, but the service that has the most cost-effective value. We are aware that not all people have the time to try out a wide range of various services, so we came up with a list of recommendations that you may find useful. Our top choices for the Business Process Management Software category are: Bpm’online Studio, Promapp, Nintex.
Software

Flex

VS

Fi360 Toolkit

VS

Flex screenshot Fi360 Toolkit screenshot
Pricing Details

Total Score

Our Score

7.9 ?

Our Score

6.9 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

N/A% ?

Cost

Cost

$270

$2400

Pricing Type

Pricing Type

Monthly payment | Annual Subscription | Quote-based Annual Subscription
Detailed Review

Detailed Review

General Description

General Description

A rental management software for live event industries and businesses of all sizes; highlighting its inventory, maintenance, and contact management features.
An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
Useful Links
Company Email

Company Email

sales@flexrentalsolutions.com sales@fi360.com
Available Languages

Available Languages

USA, UK, Canada, International USA, UK, Canada, International
Pricing Info

Pricing Info

Flex offers a single enterprise pricing plan, giving users the opportunity to choose between a monthly and an annual subscription. Give the details a look, and select the best plan for your business:

Flex Monthly Plan

  • $270/mo.
  • Full access for a single location and unlimited users. First 60 days are free.

Flex Annual Plan

  • $3078/yr.
  • Full access for a single location and unlimited users. First 60 days are free.

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
Contact Address

Contact Address

826 South 325 West
Orem, UT 84058
USA
3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
Supported Integrations

Supported Integrations

Flex supports integration with QuickBooks and Google Calendar. It can also be integrated with barcode scanners including wireless, USB wedge-style, and Bluetooth scanners.

Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica
Devices Supported

Devices Supported

Windows
Linux
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Support Types

Support Types

Phone Live Support
Training
Phone
Client Types

Client Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Features

Features

Flex FEATURES

  • Maintenance Management
  • Configurable Workflow
  • Warehouse Management
  • Inventory Managment
  • Serialized Inventory Tracking
  • Equipment Dashboard
  • Barcode Scanning
  • Contact Management
  • Client Management
  • Vendor Management
  • Supplier Management
  • Attendee Management
  • Event Crew Staffing and Scheduling
  • Unlimited User Access
  • Search/Filter
  • Third-Party Integrations
  • Custom Reports

Fi360 Toolkit FEATURES

  • Fi360 Fiduciary Score® analysis
  • Customizable Due Diligence Criteria and watch list management capabilities
  • Flexible and diverse FINRA-reviewed reporting options
  • Investment Analyzer
  • 401k Monitoring Report
  • Individual Monitoring Report
  • Firm Level Watch List Summary
  • 401(k) Proposal
  • Individual Proposal
  • 401(k) Investment Policy Statement
  • Individual Investment Policy Statement
  • Investment Fact Sheet
  • Investment Profile
  • Investment Comparison
  • Model Portfolios Report
  • Model Factsheet
Pricing Details

Pricing Details

Learn more about Flex pricing Learn more about Fi360 Toolkit pricing
Popular Clients

Popular Clients

Accurate Staging & Productions, Spectrum Sound Inc., Evolve Media Group
Contact Phone

Contact Phone

+1-801-420-1706 +1-866-390-5080
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QUICK LINKS

QUICK LINKS

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Both Fi360 Toolkit and Flex were evaluated by a panel of reliable B2B experts who prepared a full analysis of all crucial aspects of each software. Their ultimate score was prepared with unique SmartScore model that calculates a separate partial score to each component like: main functionalities, client support, mobile device support, security, user satisfaction as well as market presence. Here at FinancesOnline we realize useful features are not the only factor crucial to a business so we do our best to pay attention to all facets of a app prior to giving it a final score.