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Compare Fi360 Toolkit vs TherapyNotes

What is better Fi360 Toolkit or TherapyNotes? Assessing products to find the best Business Process Management Software doesn't have to be hard. On our review platform, it is possible to match Fi360 Toolkit and TherapyNotes and quickly see their unique elements. We allow you to examine their capabilities, supported devices, level of support, pricing, terms, and more.

It's also possible to review their overall score (6.9 for Fi360 Toolkit vs. 8.4 for TherapyNotes) and overall customer satisfaction level (N/A% for Fi360 Toolkit vs. 100% for TherapyNotes). Take your time and review your best alternatives and see which one is best for your company. Similarly, you have to check the software vendor’s business viability; can they be relied upon and will they still be around in a few years time?

Users who don't have much time or could use a Business Process Management Software recommendation from our team might want to try out these top choices for this year: Promapp, bpm’online studio, Wrike.

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YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $2400

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Fi360 integrates with the following business systems and applications:

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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

SmartScore™

OUR SCORE 9.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $20

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Scheduling
  • To-Do Lisy
  • Calendar Sync
  • Reminders
  • Patient Portal
  • EMR Features
  • Specialty Notes
  • History Review
  • Electronic Claims
  • Billing and Reporting
  • Credit Card and Payment Processing
  • Compliance and Security

Pricing Info

TherapyNotes offer various enterprise pricing schemes for different user types. Here are the pricing rates for their plans:

  • First Clinician – $49/month
  • Additional Clinicians – $30/month
  • Intern – $20/month
  • Schedulers, Supervisors, and Billing Accounts – Free
  • Electronic Claims and ERA – 14 cents per claim submission and 14 cents per claim in an ERA
  • Appointment Reminders – 14 cents for Text and Phone reminders. Email reminders are free

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

TherapyNotes integrates with the following business systems and applications:

  • Google Calendar
  • Microsoft Outlook
  • Flamory
  • iPad, iPhone and Android calendar software
  • iCal

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

TherapyNotes.com is an online practice management system for behavioral health, featuring robust notes, scheduling, and billing operations.

Company Email

sales@therapynotes.com

Contact No.

Company's Address

630 Fitzwatertown Rd Suite A4
Willow Grove, PA 19090
USA

Every time you choose a product that you think will work best for your team you shouldn’t only limit yourself to what experts have to say about it. In many cases personal experience with the app will vary, depending on specific preferences and requirements. This is why in our reviews we also give our User Satisfaction Rating for every solution to give you a quick impression of how actual users of Fi360 Toolkit and TherapyNotes evaluate their experience with the app. Our algorithm is based on detailed analysis of product appearances on other sites, social media as well as blogs, so you will obtain a complete and reliable overview of what other users think about each service. In this case Fi360 Toolkit got a total satisfaction rating at N/A% while for TherapyNotes 100% of users express they had an enjoyable experience with it.

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