Total e Integrated
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
- Accounting
- Food & Beverage
- Property Management
- Web Solutions
- Business Intelligence
- Lodging
- Reservations
- CRM & Marketing
- Membership
- Retail
- Event Management
- Payment Processing
- Tee Sheet
Pricing Info
Contact Total e Integrated for pricing information and other product details. You can also submit a demo request to see if the software is a perfect fit for your business.
Integrations
At the moment, Total e Integrated offers a streamlined integration with Microsoft GP Dynamics.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Cardinal Golf Club, Hot Springs Village, Bella Vista Property
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
Total e Integrated is a leading provider of end-to-end business management solutions for recreation, retail, hospitality and community organizations.
Company Email
info@totaleintegrated.com
Contact No.
Company's Address
111A Zenway Boulevard - Unit #32
Vaughan, Ontario, L4H 3H9
Canada
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You shouldn’t count on only a wide range of functionalities and adjustable pricing packages from a well-known Business Process Management Software. Almost as crucial as core features is a top-notch customer support. You want to guarantee that if you have any questions about Fi360 Toolkit or Total e Integrated, or you face some problems, or maybe you’ll need to request a specific revision or feature beneficial to your team you can trust in a responsive and helpful customer support. Examine whether solutions such as phone support, tickets or live chat are offered. What is more, it’s a significant advantage if you are able to profit from personal training or at least a knowledge base you can use.
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