LotusFlare Digital Network Operator
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
- Cloud Portal
- Headless CMS
- eSim
- Party Management
- Order Management
- Resource Management
- Contextual Engagement
- Rewards & Loyalty
- User Management
- Billing & Invoices
- Payments
- Pricing & Promotions
- CPQ
- AI Services
- Growth Tools
- Analytics & Reporting
- Segments & Triggers
- API Marketplace
Pricing Info
You can contact the vendor for more accurate pricing information.
Integrations
- Amazon Web Services
- Custom API Integrations
- Jumio
- Liveperson
- Microsoft Azure
- SugarCRM
- TrustCloud
- VCTI
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
T-Mobile, Globe, Singtel, re:do, GOMO!, Liberty Latin America, A1, Celcomdigi
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
LotusFlare Digital Network Operator is a powerful cloud-based business support system tailored for businesses of all sizes. It offers a consolidated platform for managing customer relationships, billing, and product offerings. The software also features omnichannel customer experience, real-time monitoring, and reliable analytics.
Company Email
Company's Address
LotusFlare, Inc.
2350 Mission College Boulevard, Suite 1050
Santa Clara, California 95054
United States
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Both Fi360 Toolkit and LotusFlare Digital Network Operator were evaluated by a panel of independent B2B experts who prepared a detailed study of all core elements of every solution. Their final rating was calculated using our unique SmartScore algorithm that provides an individual partial score to every element including: main functionalities, client support, mobile device support, security, customer satisfaction as well as reviews in other media. Here at FinancesOnline we know useful features are not the only aspect essential to a business so we do our best to pay attention to all sides of a product prior to coming up with its final rating.
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