Triaster
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
Contact No.
Company's Address
3 Penn Center West, Suite 400
Pittsburgh, PA 15276
USA
Fi360 Toolkit Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Process Map and Diagram Making
- Swimlanes
- Process Sharing
- Drive-Up Process Adoption
- Make Processes Accessible
- Process Control and Governance
- Process Improvement
Pricing Info
Triaster offers three enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:
Start-Up – £500/month (annual billing)
- 1 User – Desktop Process Mapping software
- Create processes in Microsoft Visio
- Native support for Microsoft Visio diagram
- Swimlanes
- Import Visio diagrams
- Add custom shapes
- Store bespoke metrics behind shapes
- Generate next level/top level views
- Hyperlink to documents, videos, audio, web pages
- Integral drill-down
- Automated off-page connectors to related processes
Standard – £1,680/month (annual billing)
- All Start-Up features
- 3 Users – Desktop Process Mapping software
- Create processes in Microsoft Excel
- Create Process Hierarchy (node tree diagrams)Batch update of hyperlinks across multiple
- Batch update of hyperlinks across multiple process maps
- Batch update of data across multiple process maps
- Batch update of Visio shapes across multiple process maps
Professional – £3,360/month (annual billing)
- All Standard features
- Unlimited Users – Desktop Process Mapping software
- Generate end-to-end diagrams
- Generate Planning Charts
Integrations
Triaster integrates with the following business systems and applications:
- Microsoft Visio
- SharePoint
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bidfood, Spirax Sarco, Openfield
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 Triaster Solution is the optimal way to discover, manage and improve your processes, to achieve a specific strategic objective. This may be accelerated growth, reduced operational risk or business function transformation.
Company Email
Contact No.
Company's Address
Triaster Ltd
Fugro House, Hithercroft Road
Wallingford, Oxfordshire, OX10 9RB
United Kingdom
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Almost as essential as features and customer support responsiveness are pricing packages provided by Fi360 Toolkit and Triaster. While cost should not be the only element it’s surely an important thing to think about. You should look for a flexible pricing plan that can be matched with your team size and painlessly scaled up when your business expands. Be sure that you don’t choose pricing plans that include extra features that you won’t find useful and always try to contact with the vendor directly because big companies can usually count on more affordable prices. You should also give a chance to a free trial or demo of every product to spend at least some time on actual work with the system. It’s a helpful experience that doesn’t require you to invest any money and offers a reliable overview of what it’s like to work with Fi360 Toolkit and Triaster.
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