Telogis
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
- Satellite Imagery
- InSight Alerts
- Weather map feature
- Vehicle Tracking
- Asset Tracking
- Status Reporting
- Variable Monitoring
- Fleet Overview
- Driver Safety Scorecard
- Fuel Card reconciliation
- Fuel Cards
- Dashboards
- Alert Escalation
- Reporting and Analytics
- 2 minute reporting
- DOT Compliance
- International Fuel tax Agreement
- Single Sign ON
- Mobile Supervisor
Pricing Info
Telogis’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
Integrations
Telogis integrates with the following business systems and applications:
- Zoho CRM
- Agendize
- Salesforce Sales Cloud
- Timely
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Isuzu, Ford, Volvo
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
Telogis is a comprehensive fleet management system designed to meet the needs of automotive and vehicle industry.
Company Email
sales@telogis.com
Contact No.
Company's Address
20 Enterprise, Ste 100
Aliso Viejo, CA 92656
USA
Telogis Comparisons
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It may not always be enough to simply compare Fi360 Toolkit and Telogis with each other. Even though reliable functionalities, pricing plans and user experience are all important and should be considered when making a final choice, you should also pay attention to the recognition and awards won by each app. In many cases a less dominant product may turn out to be a great choice that was distinguished with industry awards such as our Great User Experience Award which reveals that regardless of lesser market presence it’s a worthy rival to the solutions that rule the market.
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