The Business360
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
- 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
Pricing Info
The Business360’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.
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
The Business360 offers a robust set of tools and capabilities, giving you a complete business management solution that addresses your various needs and requirements.
Company Email
info@thebusiness360.com
Contact No.
Company's Address
305/B Shivalik Corporate Park, B/H IOC Petrol Pump
132 Ring Road, Satellite
Ahmedabad, Gujarat 380015
India
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Almost as important as functionalities and customer support responsiveness are pricing packages given by Fi360 Toolkit and The Business360. Even though price should not be a deciding element it’s definitely a key thing to think about. You should expect a flexible pricing package that can be matched with your team size and easily scaled up every time your business grows. Make sure you don’t opt for pricing plans that include extra tools that you won’t use and always try to contact with the vendor directly as enterprises can usually count on discounts. You should also check out a free trial or demo of each product to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to invest any money and offers a reliable overview of what it feels like to work with Fi360 Toolkit and The Business360.
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