Fi360 Toolkit
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Task Scheduling
- Real-time resource tracking
- Mobile-based Attendance
- Bills
- Invoices
- Online payments
- Reports
- Integrations with ERP and accounting software
- Drag and Drop feature
- Order management
- Customer feedback management
- Geographical based order tracking
- Configurable workflows
- Highly secured database
Pricing Info
Pricing Info
FieldEZ offers a single SMB and enterprise pricing plan with free setup. A free-of-charge 30 days trial is also available. Here are the details:
$20/month
- Free Setup
- No limit for minimum user
- Discount on bulk orders
Integrations
Integrations
FieldEZ integrates with the following business systems and applications:
- Microsoft Dynamics
- SAP
- Infor
- Salesforce
- ZOHO
- SIEBEL
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HCL, ICICI Bank, UNITY CONTROLS
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
FieldEZ is a real-time operation management application that helps the managers and team leads to perform management tasks efficiently.
Company Email
Contact No.
Company's Address
FieldEZ Technologies Inc, 35703
Gissing Pl, Fremont, CA 94536
USA
FieldEZ Comparisons
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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
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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You don’t want exclusively a broad array of useful tools and scalable pricing packages from a popular Business Process Management Software. Almost as crucial as key features is a quality customer support. You want to guarantee that when you have any questions about FieldEZ or Fi360 Toolkit, or you struggle with some problems, or maybe you’ll need to request a certain change or functionality beneficial to your team you can count on a responsive and helpful customer support. Examine if solutions such as phone support, tickets or live chat are offered. It’s also a big plus if you can enjoy individual training or at least an FAQ you can use.
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