Intuit QuickBase
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
Popular Fi360 Toolkit Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Team Collaboration & Management
- Customizable Business App
- Process & Workflow Automation
- Dashboards & Reporting Tools
- Ready-to-Use Business Apps
Pricing Info
Quick Base offers 3 pricing packages. You can opt for monthly or annual billing.
Quick Base Premier – $25/user/mo (annual) or $30/user/mo (billed monthly)
- Starts at 20 users
Up to 50 customizable business apps, with:
- Advanced workflow automation
- Case-based product support
- Customizable roles
- Role-based home pages
- Audit logs (additional $)
Quick Base Platform – $40/user/mo (annual) or $48/user/mo (billed monthly)
- Starts at 40 users
Up to 100 customizable business apps, with:
- All Premier features
- API for integrations at scale
- Corporate directory integration
- Custom branding
- Developer sandbox
- IP filtering
- Support SLA
- Audit logs
Quick Base Enterprise – get a customized quote
- All the power of Platform, tailored for your business
- Maximum flexibility
Integrations
QuickBase supports integrations with the following business systems and applications:
- EagleView Extensions
- Doc-Link for Google Docs
- Trinity Sync
- QuickBooks Online
- QDot
- Amazon S3 Multifile
- VeilChimp
- QuickIntegration
- MCF Ship Manager
- Google Drive
- QuNect ODBC
- Box
- Easy Insight
- MCF Sync
- Project Linqq
- Salesforce.com
- Google Maps
- DocuSign
- Triggers
- Fusion
- Google Calendars
- Maps
- CallCenter Trac
- Text
- Grapevine
- MobileTRAC
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ceva, Earthbound Farm, Octo, Planet DDS, Procter and Gamble
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
A friendly and highly useful tool to build a well-organized and efficient database for effective collaboration and improved output.
Company Email
Contact No.
Company's Address
150 Cambridge Park Dr.
Cambridge, MA 02140
Intuit QuickBase Comparisons
Popular Intuit QuickBase Alternatives
You should note that while both Fi360 Toolkit and Intuit QuickBase may have a reliable set of features each software could be aimed at a different company size. If you are comparing features you may want to pay attention to a company size they are aimed at. Specific elements could scale up effectively for large enterprises but if you run a small or mid-sized company it’s frequently more sensible to avoid paying for customized functionalities that you may never have a chance to use.
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