Process Bliss
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Flowchart view of a process
- Checklist task management
- Decision branches & loops
- Process reporting
- Commenting & feedback
- Due dates & notifications
- Audit trails
- Process template library
Pricing Info
Process Bliss offers a price per user per month. If you opt for an annual subscription, you get 2 months for free. Additionally, the software offers a 14-day free trial so you can explore its features. Here’s an overview of its enterprise pricing:
Process Bliss – $10/user/month or $100/user/year
- Process Management
- Task Management
- Calendar
- Table View
- Card View
- Custom Templates
- Notifications and Due Dates
- Feedback
Integrations
No information available.
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
A process management providing businesses with a centralized platform where they can create and implement uniformed processes that are standardized across their entire organization.
Company Email
support@processbliss.com
Company's Address
Process Bliss Ltd
Chantry House, Hill Green, Leckhampstead
Newbury, Berkshire, RG20 8RA
United Kingdom
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If you continue having doubts about which app will be best for your company it may be a sound idea to investigate each service’s social metrics. Such metrics are frequently a way to see how popular a given app is and how extensive is its online presence. For example, in case of Facebook Fi360 Toolkit has 301 likes on their official page while Process Bliss profile is liked by 6 users.
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