ProcessGene BPM
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
- Collaborative modeling by specifying work-teams and work areas
- Reuse as well as share process model components
- Management of enterprise software rollout
- Compare as well as merge workflows with an intuitive interface
- Performing a gap analysis between your operational models
- Covering a big range of process improvement methods
- Ability to assign tasks to several work teams or assignees
- SaaS (Software as a Service) solution
- Supports ERP Implementation & Rollout
- Supports Process Modeling, Management, and Change & Improvement
- A triple modeling interface: graphical and tabular and tree
- Direct connectivity to ERP systems
- Document and automate process audits
- Automatic amendment of your flowcharts according to user changes
- Schedule and monitor different tasks of involved parties
- Monitor and control change requests
- A powerful searching as well as reporting module
- Email based notifications and alerts
- Complex workflow support
- Enables customization of application fields
Pricing Info
ProcessGene BPM is available by quote only. For pricing details contact the company directly.
Integrations
ProcessGene BPM integrates with the following applications.
- Oracle E-Business Suite
- SAP ERP
- Microsoft
- Citrix
- Infor (Baan)
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Teva Pharmaceutical Industries, Keter Plastic Group, Clalit Health Services, Israel Defense Forces
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
BPM software solutions for optimizing the processes of multi-subsidiary organizations.
Company Email
Company's Address
Topaz Building, Carmel-Gate Center
Advanced Technologies Industrial Area (Matam)
PO 6607, Haifa 31066, Israel
ProcessGene BPM Comparisons
Popular ProcessGene BPM Alternatives
In case you are still having second thoughts about which software will be best for your business it might be a sound idea to take a look at each service’s social metrics. Such metrics are quite often a sign of how popular every product is and how big is its online presence.For instance, if you check Fi360 Toolkit LinkedIn profile you’ll see that they are followed by 2219 people. In case of ProcessGene BPM the volume of followers on their LinkedIn page is 0.
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