Nintex
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
- Automation
- Create process-friendly forms
- Nintex Connectors
- Mobility
Pricing Info
Two pricing packages are offered:
Standard Edition – $625/month
- Starter pack of 5 workflows
- 25 forms
- Standard Support
Enterprise Edition – $938/month
- Starter pack of 5 workflows
- 25 forms
- Nintex Hawkeye
- Nintex App Studio
- Premium Support
Integrations
Nintex integrates with the following systems and applications:
- Sharepoint
- Office 365
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Xerox, Costco, AT&T
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
Nintex is a software app that offers workflow automation solutions for content management and collaboration platforms to automate their business processes.
Company Email
Contact No.
Company's Address
10800 NE 8th Street, Suite 400
Bellevue, WA 98004
USA
Nintex Comparisons
Popular Nintex Alternatives
You should keep in mind that even though both Fi360 Toolkit and Nintex may offer a top quality array of features every app could be designed for a different company size. If you are analyzing various solutions you should pay attention to a business size they are aimed at. Certain functionalities may scale up with no problem for big enterprises but if you have a small or mid-sized business it’s usually more sensible to avoid paying for customized features that you may never use.
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