Kintone
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
Fi360 Toolkit Comparisons
Popular Fi360 Toolkit Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Custom processes
- Branch criteria
- Workflow management
- Intranet
- Project portals
- Approval management
- Project status history
- Collaboration suite
- Tagging and commenting options
- Private messaging
- 1.5 million custom database and workflow apps
- Reminders and notifications
- Lookup fields
- Staging preview
- Granular permission controls
- Custom graphs
- Mobile access
- Testing and iteration
- Certificate authentication
- Multi-lingual support
- Spreadsheet to database conversion
- Database management
- Custom filters
- Action triggers
- Granular permissions
- Storage options
- REST API
- Webhooks
- Customization via JavaScript and CSS
- Task management
- Document management
- Drag/drop interface
- Version control
- Access control/permissions
Pricing Info
Whether you’re a scrappy startup or well-established enterprise, get simple, transparent pricing for your team—one plan with all of Kintone’s features included.
You can use Kintone for just one of your team’s workflows or set up a custom workspace to manage all your team’s data and collaboration.
A free demo is available.
| Professional Subscription | NPO/EDU/GOV Subscription | Enterprise Subscription |
| $24 seat/month | $15 seat/month | Contact Us |
| Minimum 5 users ($120/month) | Minimum 5 users ($75/month) | +1 (415)-692-6546 |
| Pay per additional user | Pay per additional user | |
| Monthly or annual contract available | Monthly or annual contract available |
Features Highlights
- No-code application building
- Enhanced Process Management
- Collaboration Suite
- Productivity Enhancement Suite
- Open API Connectivity
- Unlimited Custom Views
- Mobile and more…
Integrations
Kintone is an open API system, which means you can connect it to virtually any third-party business system or application. Some of the integrations include:
- Box
- Zendesk
- ChatWork
- Mailchimp
- Slack
- Dropbox
- Eventbrite
- Evernote
- Formstack
- Google Calendar
- Google Drive
- Google Workspace (formerly G Suite)
- Make (formerly Integromat)
- Jira Service Management (Jira Service Desk)
- Microsoft 365 (formerly Office 365)
- Microsoft SharePoint
- Okta Workflows (Azuqua)
- OneDrive
- OneLogin
- Tableau CRM (formerly Einstein Analytics)
- Trello
- Typeform
- WordPress
- GitHub
- Twilio
- Appsme
- Field Control
- Gmail
- QuickBooks
- Microsoft Outlook
It can also integrate with software solutions through iPaaS such as:
- Zapier
- Make
- PowerAutomate
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Asahi, Box, Zendesk
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
Offers a customizable workplace where teams can organize their data, workflows, and conversations. This no-code platform also has powerful features such as project portals and database management to help you develop business apps as intuitively as possible.
Company Email
Contact No.
Company's Address
Kintone Corporation
560 Mission Street, Ste 1335
San Francisco, CA 94105
USA
Kintone Comparisons
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The solutions examined on this page are merely a small sample of our full Business Process Management Software category and you should keep in mind that there may be more reliable solutions available. If you want to guarantee you make the best possible choice for your team we strongly suggest that you test more software first. You may also want to check out our top 10 Business Process Management Software list to find out which apps are now the highest-rated ones and dominate the market.
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