Compare Flex vs. Fi360 Toolkit

Purchasing the suitable Business Process Management Software product is as easy as assessing the strong and poor features and terms offered by Fi360 Toolkit and Flex. Here it's also possible to match their overall scores: 6.9 for Fi360 Toolkit vs. 7.9 for Flex. Or you can check their general user satisfaction rating, N/A% for Fi360 Toolkit vs. N/A% for Flex. We suggest that you take some time to study their specific functions and determine which one is the better choice for your company. Likewise, don’t forget to factor in your company’s or industry’s special circumstances, for instance, a multilingual software for a global company or a mobile version to help you work on the go. 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.
Compare

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 Model

Pricing Model

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

Complete 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
Types of Support

Types of Support

Phone Live Support
Training
Phone
Available Integrations

Available 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
Business Size

Business Size

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Email Address

Email Address

sales@flexrentalsolutions.com sales@fi360.com
Devices Supported

Devices Supported

Windows
Linux
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Pricing Details

Pricing Details

Learn more about Flex pricing Learn more about Fi360 Toolkit pricing
Languages Supported

Languages Supported

English English
Prominent Customers

Prominent Customers

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

Phone Number

+1-801-420-1706 +1-866-390-5080
Company's Address

Company's Address

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

Popular Alternatives

QUICK LINKS

QUICK LINKS

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You should keep in mind that even though both Fi360 Toolkit and Flex may offer an excellent range of features each software might be created for a different business size. If you are analyzing various solutions you may want to focus on a business type they are catering to. Certain elements may scale up with no problem for big enterprises but if you have a small or mid-sized business it’s frequently more sensible to avoid paying for complex functionalities that you might never have a chance to use.