Compare Fi360 Toolkit vs. 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? Our experts made sure to prepare reviews of all popular Business Process Management Software solutions available out there, but among all the ones we reviewed these three deserved our special attention: Nintex, bpm’online studio, Promapp.
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Fi360 Toolkit

VS

TherapyNotes

VS

Fi360 Toolkit screenshot TherapyNotes screenshot
Pricing Page

Our Score

Our Score

6.9 ?

Our Score

9.0 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A% ?

Client Satisfaction

100% ?

Price

Price

$2400

$20

Pricing Model

Pricing Model

Annual Subscription Free | Monthly payment | Quote-based
Full Review

Full Review

General Info

General Info

An investment management software designed for investment professionals specifically fiduciaries such as investment advisors, brokers, and investment consultants.
TherapyNotes.com is an online practice management system for behavioral health, featuring robust notes, scheduling, and billing operations.
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Available Features

Available 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

TherapyNotes 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
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Popular Customers

Popular Customers

Available Languages

Available Languages

English English
Contact Email

Contact Email

sales@fi360.com sales@therapynotes.com
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

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

  • First Clinician – $59/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
Contact Address

Contact Address

3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
630 Fitzwatertown Rd Suite A4
Willow Grove, PA 19090
USA
Business Size

Business Size

Small Business | Large Enterprises | Medium Business Small Business | Medium Business | Freelancers
Available Support

Available Support

Phone
Phone Live Support
Ticket Training
Pricing Page

Pricing Page

Learn more about Fi360 Toolkit pricing Learn more about TherapyNotes pricing
Contact Phone

Contact Phone

+1-866-390-5080 +1-215-658-4550
Supported Integrations

Supported Integrations

Fi360 integrates with the following business systems and applications:

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

TherapyNotes integrates with the following business systems and applications:

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

Popular Alternatives

QUICK LINKS

QUICK LINKS

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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.