Gravity Flow
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Suitable for any business process
- Responsive front-end
- Feedback loops & process branching
- Audit trail
- Extensible & developer-friendly
- An open source platform
- Rapid implementation
- Robust and flexible
- Reporting
- Scheduling
- Granular permissions
- Automatic updates
Pricing Info
Important information
- Gravity Flow requires self-hosted WordPress and Gravity Forms. It is not compatible with wordpress.com sites.
- Pricing does not include the license for Gravity Forms which must be purchased separately.
- Prices are exclusive of ES VAT.
- 30% discount on renewals for all licenses
- 30 day refund guarantee
Gravity Flow offers four enterprise pricing licenses for users to choose from. Give the details a look, and select the best plan for your company:
Single Site – $97
- For small businesses, projects, and departments
- 1 site
- 1 year support and updates
- All free extensions
5-Site License – $227
- For developers and consultants
- 2-5 sites
- 1 year support and updates
- All free extensions
Volume License – $337
- For mid-size organizations and agencies
- 6-25 sites
- 1 year priority support and updates
- All free extensions
- WordPress multisite
Ultimate License – $397
- For larger agencies and organizations
- 26-50 sites
- 1 year priority support and updates
- All free extensions
- All advanced extensions
- WordPress multisite
Integrations
Gravity Flow has built-in integration with the following official Gravity Forms Add-Ons:
- Zoho CRM Add-On
- Zapier Add-On
- User Registration Add-On – add WordPress users
- Twilio Add-On – SMS Messages
- Trello Add-On
- Slack Add-On
- Signature Add-On
- PayPal Standard Add-On (free Gravity Flow PayPal Extension)
- MailChimp Add-On
- Mad Mimi Add-On
- iContact Add-On
- HipChat Add-On
- Highrise Add-On
- Help Scout Add-On
- GetResponse Add-On
- Freshbooks Add-On
- Emma Add-On
- Dropbox Add-On
- Coupons Add-On
- CleverReach Add-On
- Capsule Add-On
- Campfire Add-On
- Breeze Add-On
- Batchbook Add-On
- AWeber Add-On
- Agile CRM Add-On
- ActiveCampaign Add-On
Gravity Flow also includes support for the following third party Gravity Forms Add-Ons.
- Sprout Invoices – Requires the Sprout Invoices Form Integrations add-on (creates estimates) and/or Invoice Submissions add-on (creates invoices).
- Sliced Invoices & Gravity Forms
- HubSpot for Gravity Forms
- GravityView
- Gravity PDF – generate and attach PDFs
- Gravity Forms to Pipedrive CRM Add-On
- Gravity Forms Signature Add-on by ApproveMe (WP E-Signature)
- Gravity Forms SendinBlue Add-On
- Gravity Forms ConvertKit Add-On
- Gravity Forms Constant Contact Add-On
- Drip Email Campaigns + Gravity Forms
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
LaunchPodium Inc, Rare Disease Foundation, Chaparral Energy
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
Gravity Flow is a WordPress plugin designed for automating recurring business processes.
Company Email
Company's Address
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Both Fi360 Toolkit and Gravity Flow were evaluated by a panel of reliable B2B experts who carried out a detailed examination of all important elements of each app. Their final score was prepared using our unique SmartScore algorithm which provides an individual partial score to each element including: main functionalities, customer support, mobile device support, security, user satisfaction and media presence. Here at FinancesOnline we know useful features are not the only factor crucial to a company so we make an effort to pay attention to all sides of a service prior to coming up with its final score.
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