Compare Fi360 Toolkit vs. Gingr

We are here to improve the process of assessing Business Process Management Software products for you. For instance, on this page you can look at the overall performance of Fi360 Toolkit (6.9) and contrast it with the overall performance of Gingr (8.1). You may also match their overall user satisfaction rating: Fi360 Toolkit (N/A%) vs. Gingr (96%). Similarly, lexamine their capabilities carefully to determine which product can better tackle your company’s requirements. In general, any business solution must let you to quickly view the big picture, all the while giving you quick access to the details. As of now, the most popular products in our Business Process Management Software category are: Nintex, bpm’online studio, Promapp.
Comparison

Fi360 Toolkit

VS

Gingr

VS

Fi360 Toolkit screenshot Gingr screenshot
Pricing Page

Our Score

Our Score

6.9 ?

Our Score

8.1 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

96% ?

Pricing

Pricing

$2400

$114.25

Pricing Type

Pricing Type

Annual Subscription Monthly payment | Annual Subscription
Complete Review

Complete Review

Overview

Overview

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
This software enables you to carry out all your day to day operations from providing top quality dog care services to keeping your clients satisfied.
Easy Links
Available Features

Available Features

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

Gingr FEATURES

  • Marketing
  • Customer Account Management
  • Email and SMS text report cards
  • Vaccination Reminders
  • Employee Time Clock
  • Notification System
  • Daily Checklist
  • Lodging
  • Appointments and Facilities
  • Medication Reports
  • Credit Card Payment Processing
  • Coupon System
  • Additional Service Scheduling
  • Online Customer Registrations
  • Electronic Signatures
  • Unlimited File Uploads
  • Barcode key-tags
Popular Customers

Popular Customers

Pawville, Denver Canine Club, Ruff Housing
Pricing Plans

Pricing Plans

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

Gingrapp offers two enterprise pricing packages for users to choose from. Give the details a look, and select the most suitable option for your business:

Yearly Subscription – $114.25 per month per location (billed annually)

  • $200 setup fee per location
  • Dedicated setup support
  • Staff training
  • Value based sales consultation
  • Live chat and email support

Monthly Subscription – $127 per month per location (billed monthly)

  • $300 setup fee per location
  • Dedicated setup support
  • Staff training
  • Value based sales consultation
  • Live chat and email support
Vendor's Address

Vendor's Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
2705 Pine St.,
Boulder, CO 80302
USA
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about Gingr pricing
Customer Types

Customer Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Devices Supported

Devices Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Mac
Web-based
Company Email

Company Email

sales@fi360.com admin@gingrapp.com
Languages Supported

Languages Supported

English English
Integrations

Integrations

Fi360 integrates with the following business systems and applications:

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

Gingr is an open API system that can be connected to virtually any business app or system. At the moment, it offers a number of Zapier and IFTTT integrations with prominent financial management systems.

Phone Number

Phone Number

+1-866-390-5080 +1-877-324-7759
Types of Support

Types of Support

Phone
Phone Live Support
Training
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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The apps analyzed on this page are only a small part of our entire Business Process Management Software category and you should keep in mind that there may be more reliable options out there. If you want to make sure you make the best possible choice for your company we definitely urge you to analyze more apps first. You can also consider to check out our top 10 Business Process Management Software ranking to learn which products are in the current year the highest-ranking ones and dominate the market.