Compare Fi360 Toolkit vs. The Business360

To make sure you purchase the most helpful and productive Business Process Management Software for your business, you need to compare products available on the market. For example, here you may match Fi360 Toolkit’s overall score of 6.9 against The Business360’s score of 8.0. You can also review their general user satisfaction: Fi360 Toolkit (N/A%) vs. The Business360 (88%). In addition, you can assess their pros and cons feature by feature, including their offered terms and costs. By comparing products you are more likely to choose the best software for your business. Of course you have to know your unique needs to realize which solution addresses those needs. Users who don't have much time or need a Business Process Management Software advice from our experts may want to investigate these top choices for this year: Bpm’online, Nintex, Promapp.
Compare

Fi360 Toolkit

VS

The Business360

VS

Fi360 Toolkit screenshot The Business360 screenshot
Pricing Page

Score

Our Score

6.9 ?

Our Score

8.0 ?

Customer Experience

Customer Experience

Customer Experience

N/A% ?

Customer Experience

88% ?

Price

Price

$2400

by quote

Pricing Type

Pricing Type

Annual Subscription Quote-based
Complete Review

Complete Review

Overview

Overview

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
The Business360 offers a robust set of tools and capabilities, giving you a complete business management solution that addresses your various needs and requirements.
Quick Links
Popular Customers

Popular Customers

List of Features

List of Features

Fi360 Toolkit FEATURES

  • Fi360 Fiduciary Score® analysis
  • Customizable Due Diligence Criteria and watch list management capabilities
  • Flexible and diverse FINRA-reviewed reporting options
  • Investment Analyzer
  • 401k Monitoring Report
  • Individual Monitoring Report
  • Firm Level Watch List Summary
  • 401(k) Proposal
  • Individual Proposal
  • 401(k) Investment Policy Statement
  • Individual Investment Policy Statement
  • Investment Fact Sheet
  • Investment Profile
  • Investment Comparison
  • Model Portfolios Report
  • Model Factsheet

The Business360 FEATURES

  • Customer Project management
  • Task Management
  • Employee Management
  • Order Management
  • Client Management
  • Workflows Management
  • Inventory Management
  • Reports
  • Lead Management
  • Billing & Invoicing
  • Time & Expense Tracking
  • Marketing Management
Contact Address

Contact Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
305/B Shivalik Corporate Park, B/H IOC Petrol Pump
132 Ring Road, Satellite
Ahmedabad, Gujarat 380015
India
Languages

Languages

USA, UK, Canada, International USA, UK, Canada, International
Available Integrations

Available Integrations

Fi360 integrates with the following business systems and applications:

  • Epic Advisors
  • American Funds
  • Mid Atlantic Trust Company
  • Castle Rock Innovations
  • Fina Metrica

No information available.

Vendor Email

Vendor Email

sales@fi360.com info@thebusiness360.com
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about The Business360 pricing
Phone No.

Phone No.

+1-866-390-5080 +91-79-4008-2500
Client Types

Client Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Cost Details

Cost Details

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

The Business360’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Support Types

Support Types

Phone
Phone
Training
Devices Supported

Devices Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Mac
Web-based
Software Comparison

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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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All the data, details and experiences that we provided in this analysis were collated from official vendor websites, marketing resources available online, real-life experience from real clients as well as our personal direct use of each product by a professional reviewer. We do our best to extensively examine every product, as a result we not only study it ourselves, but we also compare our findings with experiences of other people from the B2B community.