Compare Fi360 Toolkit vs. The Business360

Getting the most effective Business Process Management Software product is all about assessing different solutions and determining the top program for your specific needs. Our unique process provides you with a quick look at the general rating of Fi360 Toolkit and The Business360. For general quality and performance, Fi360 Toolkit scored 6.9, while The Business360 scored 8.0. On the other hand, for user satisfaction, Fi360 Toolkit earned N/A%, while The Business360 earned 88%. Below it's also possible to check their characteristics, terms, plans, etc. to find out which software will be more suitable for your company. One critical aspect to assess is whether the app lets you to toggle on/off limitations on different types of users to secure any confidential corporate data. We are aware that not all businesses have the time to examine dozens of different products, so we created a list of recommendations that you may find useful. Our top choices for the Business Process Management Software category are: Nintex, bpm’online studio, Promapp.
Comparison

Fi360 Toolkit

VS

The Business360

VS

Fi360 Toolkit screenshot The Business360 screenshot
Pricing Page

Our Score

Our Score

6.9 ?

Our Score

8.0 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

88% ?

Pricing

Pricing

$2400

by quote

Pricing Model

Pricing Model

Annual Subscription Quote-based
Detailed Review

Detailed Review

Product Info

Product Info

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.
Easy Links
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about The Business360 pricing
Phone Number

Phone Number

+1-866-390-5080 +91-79-4008-2500
Available Plans

Available Plans

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.

Client Types

Client Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business
Features

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
Available Support

Available Support

Phone
Phone
Training
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.

Company's Address

Company's 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
OS Supported

OS Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Mac
Web-based
Languages Supported

Languages Supported

English English
Vendor Email

Vendor Email

sales@fi360.com info@thebusiness360.com
Prominent Clients

Prominent Clients

Compare Products

Compare Products

Compare with Kennel Link
Compare with PayPanther
Compare with iGrafx
Compare with TripsCommerce
Compare with BQE Core
Compare with ADSC MedicsCloud
Compare with IBM BPM
Compare with Clearview InFocus
Compare with Biblionix Apollo
Compare with Axon.ivy BPM
Compare with Gammadyne Mailer
Compare with LeadBI
Compare with ThriveHive
Compare with Vidalytics
Compare with LeadMaster CRM
Compare with Space Designer 3D
Compare with Swift Social
Compare with Taxi Pickr
Compare with CallidusCloud Marketing Solution
Compare with Outseta
Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

Page last modified

You don’t want exclusively a wide array of useful tools and adjustable pricing plans from a credible Business Process Management Software. Almost as crucial as main features is a top-notch customer support. You want to make sure that in a situation where you have any questions about Fi360 Toolkit or The Business360, or you struggle with some problems, or perhaps you’ll need to request a certain change or feature useful to your company you can count on a responsive and helpful customer support. Examine if services such as phone support, tickets or live chat are provided. It’s also a major asset if you are able to enjoy personal training or at the very least an FAQ you can use.