Kissflow
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
- Unique 5-Step App Wizard
- Progress Tracking
- Hands-off Workflows
- Advanced Reporting & Prebuilt Reports
- Single Sign On
- Attaching Google Docs and Dropbox Documents
- Zapier Support for SaaS Integration
- Collaboration Features
- Android/iPhone App
Pricing Info
Basic Plan starts at $1,500/month/ 50 users. Enterprise pricing plans are also available upon request.
Integrations
Kissflow has its own integration module with multiple connectors spread across multiple enterprise verticals. Kissflow also supports connecting to any available 3rd party tool through its HTTP connector. Kissflow offers 60+ connectors, some are listed below
- Zapier
- Amazon EC2
- Microsoft Azure
- Caspio
- Xero
- Paypal
- Stripe
- Dropbox
- Slack
- QuickBooks
- QuickBooks Online
- Evernote
- Gmail Actions
- Google Apps
- Office 365
- Google Drive
- JIRA
- Trello
- SAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Pepsi, Dominos, Motorola, Airbus, Hubspot
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 unified, no-code digital workplace solution designed to help businesses manage, optimize, and track all operations. The powerful workflow software platform provides process management, project management, case management, and collaboration tools.
Company Email
contact@kissflow.com
Contact No.
Company's Address
Kissflow
800 West El Camino Real, Suite 180
Mountain View, California 94040
USA
Kissflow Comparisons
Popular Kissflow Alternatives
In the event you continue having second thoughts about which service will perform best for your company it might be a sound idea to take a look at each service’s social metrics. These metrics are quite often a way to see how popular every product is and how extensive is its online presence.For instance, if you look at Fi360 Toolkit LinkedIn account you’ll find out that they are followed by 2219 users. In case of Kissflow the number of followers on their LinkedIn page is 1095.
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