HawkSoft
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Agency Intelligence
- Actional Sales Pipeline Reports
- Client/Customer KPI Report
- Carrier Website Integration
- Rater Integration
- Accounting Tools Integration
- Carrier Downloads
- Document Management
- Built-in ACORD Form Library
- Pre-fill ACORD Forms and Certificates of Insurance
- PDF Writer
- E-mail Marketing
- Personal and Commercial Workflows
- Batch Email
- Text Messaging
- Retention Alerts
Pricing Info
HawkSoft’s enterprise pricing information is available only by quote. Contact the company for more details, and request a quote.
Integrations
HawkSoft works with the following preferred and supported providers, and marketing solution, IT, and download providers:
- Applied Rater
- ITC Turbo Rater
- Assurance Systems (AccuAuto)
- Capital Software
- EZLynx
- IBQ Systems
- QuoteRush
- Vertafore FSC
- PL Ratin
- Quomation
- Agency Revolution
- AgencyBuzz
- Demand Force
- FloridaHomeInsurers.com
- A Local Agent
- Alicor Solutions
- Agency Technologies, Inc.
- Premier Computer Consulting
- The Kotter Group
- True Disaster Recovery
- Connective Technologies, Inc
- IVANS
- Symbience LLC
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lakeshore Agency Inc., Williamson Insurance, Zanesville, Ohio; Partners Insurance Agency, Gainesville, Florida
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 insurance agency management solution that aids Commercial and Personal Line agencies, agents, and their staff by offering sales pipeline and client KPIs reporting, and e-mail marketing.
Company Email
Contact No.
Company's Address
1230 SE 3rd Ave
Canby, Oregon 97013
USA
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Both Fi360 Toolkit and HawkSoft were reviewed by a group of independent B2B experts who carried out a detailed study of all core aspects of every app. Their total score was prepared using our unique SmartScore model that provides an individual partial score to each component such as: main functionalities, customer support, mobile support, security, client satisfaction and market presence. We are aware that useful features are not the only factor crucial to a business so we do our best to pay attention to all aspects of a solution before calculating its final rating.
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