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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Both Fi360 Toolkit and Process Bliss were evaluated by a team of reliable B2B experts who prepared a full study of all key aspects of each app. Their total score was calculated with unique SmartScore algorithm which provides a separate partial score to every element including: main functionalities, client support, mobile support, security, customer satisfaction as well as media presence. We realize useful features are not the only factor crucial to a company so we make an effort to pay attention to all facets of a app prior to calculating its final score.
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