IBM BPM
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Full process visibility
- Real-time collaboration
- Process Center
- Enterprise integration
- Mobile enablement
Pricing Info
IBM BPM payment data and enterprise pricing information are available only upon request. Please contact the company for further information.
Integrations
No information available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
KPMG, Humana, Princeton Blue
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
IBM Business Process Manager is a full-featured, consumable BPM platform designed to improve directly their business process.
Company Email
Contact No.
Company's Address
IBM Corporation 1 New Orchard Road Armonk
New York 10504-1722
USA
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In the event you are still having doubts about which software will be best in your case it may be a good idea to check out each service’s social metrics. These metrics are quite often a sign of how popular a given software is and how extensive is its online presence. For example, in case of Facebook Fi360 Toolkit has 301 likes on their official page while IBM BPM profile is liked by 817612 users.
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