Zoho RPA
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
Fi360 Toolkit Comparisons
Popular Fi360 Toolkit Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Drag-and-drop visual workflow builder
- Automation for both web and Windows desktop applications
- Excel data manipulation and automation
- File and folder operations (copy, move, rename, etc.)
- Custom scripting using Deluge
- Conditional logic and flow control
- Error handling and retry mechanisms
- Detailed execution logs and audit trails
- Trigger-based automation
- Cloud-based bot management
Pricing Info
Zoho RPA offers two pricing plans tailored to different automation needs. Here’s a breakdown:
Free Plan
- Price: $0/month
- RPA Flow Executions: 3 per month
- Active RPA Flows: 1
- History Retention: 30 days
- Features:
- Windows automation
- Web automation
- MS Excel automation
- Files and folders automation
- Schedule and webhook triggers
- Drag-and-drop builder
- Basic logic utilities (e.g., decision, delay, set variable)
Standard Plan
- Price: $49/month (monthly billing) or $44/month (annual billing)
- RPA Flow Executions: 500 per month
- Active RPA Flows: Unlimited
- History Retention: 90 days
- Additional Features:
- All features from the Free Plan
- Additional triggers (hotkey, file/folder events, Windows process)
- Advanced builder tools (undo/redo, drafts, versioning)
- Custom functions
- DevOps capabilities (manual/auto rerun)
- Audit trail and flow restoration
- Enhanced security (encryption at rest, GDPR compliance, MFA)
Add-Ons
If you require more than 500 executions per month, Zoho offers additional execution packs:
- 100 executions/month
- 500 executions/month
- 1000 executions/month
These add-ons can be purchased based on your specific needs.
Cloud App Integrations
To automate tasks across over 900 cloud applications, Zoho RPA integrates with Zoho Flow. Please note that a separate Zoho Flow subscription is required, and actions performed through Zoho Flow count against its limits, not Zoho RPA’s.
Integrations
- 900+ Cloud Applications: Zoho RPA provides pre-built tasks for over 900 cloud apps, enabling immediate automation without extensive development.
- Legacy and Desktop Applications: The platform can automate tasks in legacy systems and desktop applications, even those without APIs, by mimicking user interactions.
- Web Applications: Zoho RPA supports automation across various web platforms and browsers, including Chrome, Firefox, Edge, and Zoho’s own Ulaa browser.
- Windows Applications: It interacts with Windows-based applications, automating repetitive tasks to streamline business processes.
- Excel Automation: Zoho RPA can automate tasks in Microsoft Excel, such as data entry, report generation, and data manipulation.
- Files and Folders: The platform automates file management tasks, including renaming, copying, moving, and organizing files and folders.
- Custom Functions: For scenarios where out-of-the-box integrations fall short, Zoho RPA provides the flexibility to create custom automation logic through custom functions using Deluge.
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
A cloud-based platform that helps businesses automate repetitive, rule-based tasks across web, desktop, and legacy applications
Company Email
peterbalaji@zohocorp.com
Company's Address
979 Springdale Rd,
Suite 123, Austin,TX 78702
Zoho RPA Comparisons
Popular Zoho RPA Alternatives
Every time you pick a product that you think will work best for your team you shouldn’t simply focus on what professionals have to say about it. In many cases individual experience with the product may be different, depending on your own preferences and needs. That’s the reason why in our reviews we also offer our User Satisfaction Rating for each app to give you a reliable overview of how real users of Fi360 Toolkit and Zoho RPA evaluate their contact with the software. Our algorithm is based on advanced analysis of product appearances on other sites, social media as well as blogs, so you are going to receive a comprehensive and credible landscape of what other customers think about each app. In this example Fi360 Toolkit has a total satisfaction rating at N/A% while for Zoho RPA 97% of users express they had an enjoyable experience with it.
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