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Compare Intellect vs Fi360 Toolkit

What is better Intellect or Fi360 Toolkit? If you need to have a easy way to learn which Business Process Management Software product is better, our exclusive system gives Intellect a score of 7.2 and Fi360 Toolkit a score of 6.9 for overall quality and performance. Furthermore, Intellect is rated at 92%, while Fi360 Toolkit is rated N/A% for their user satisfaction level.

You can also review their product details, including functions, tools, options, plans, prices, and more. See if the software allows you to customize a few of its funnels to make sure it fits your own business workflows.

We are aware that not all companies have enough time to scrutinize a large number of different products, so we came up with a list of suggestions that you may find useful. Our top selections for the Business Process Management Software category are: Studio Creatio Enterprise, monday.com, Wrike.

NOAWARDS
YET

SmartScore™

OUR SCORE 7.2

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Personalized search
  • Optimized navigation
  • Recommendation
  • Tailor-made content

Pricing Info

Intellect’s enterprise pricing information is available only upon request. Please contact the company for further information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Circle K, Jacobs, Emerson

Integrations

Intellect integrates with the following systems and applications:

  • Salesforce Sales Cloud

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Intellect is a Business Process Management (BPM) software that enables users to create, deploy, and manage Smart Enterprise Apps.

Company Email

Contact No.

Company's Address

6100 Center Dr, Suite 1150,
Los Angeles, CA 90045
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 6.9

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $2400

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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Fi360 integrates with the following business systems and applications:

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

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

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

Wrike

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.80

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Workload management
  • Real-time newsfeed
  • Task management
  • Free mobile apps
  • Interactive timeline (Gantt chart)
  • Real-time newsfeed
  • Document collaboration
  • Discussions in tasks
  • iPhone and Android apps
  • Task prioritization
  • Customized reports
  • Recurrent tasks
  • Time-tracking

Pricing Info

Wrike Business Process Management Software is being offered in 5 flexible enterprise pricing plans, which are designed to meet the varying needs and specifications of businesses and professionals. A free plan for teams of up to 5 users is also available. Here are the pricing details:

Wrike Free Plan

The Free Package is great for a small teams with up to 5 users, plus an unlimited number of collaborators. Other features include:

  • Managing tasks
  • Discussions in tasks
  • File sharing
  • Real-time activity stream
  • Spreadsheet view
  • iPhone/Android apps
  • Advanced email integration
  • Basic app integrations

Wrike Professional Plan – $9.80/user/month with packages of 5, 10 or 15 users (billed annually).

  • All Free plan features
  • Unlimited number of collaborators
  • Storage space from 5GB
  • Unlimited levels of hierarchy folders
  • Dynamic timeline (Gantt Chart)
  • Subtasks
  • Advanced mass actions with tasks
  • Dashboard with custom widgets and 10 shareable dashboards
  • Workload view
  • Time-tracking
  • Reports
  • Notification center
  • Advanced filters
  • MS Project, Excel, iCal, and RSS integrations

Wrike Business Plan – $24.80/user/month (billed annually)

  • This plan works well for teams with 5-200 users, in need of robust work management with customization and exec reporting.
  • All features from the Professional Plan
  • Custom fields & workflows
  • The ability to track anything related to your work. Customize workflow stages to fit your process.
  • Shared real-time reports with scheduled notifications
  • The powerful and easy-to-use report builder lets you visualize and share project status. Subscribe to scheduled notifications to stay on track with regular report updates and reviews.
  • Report templates
  • Use Templates to create reports in seconds. Edit or build reports from scratch using additional filters and groupings. Select column, bar or table charts.
  • Graphical analytics
  • View compelling charts and graphs about any project, folder or tag, and add them to your dashboard. Compare baseline plans to current status. Include column or bar charts in reports.
  • Resource management
  • Allocate people to tasks and projects, resolve schedule conflicts, and reorganize assignments with just a few clicks.
  • Request forms
  • Requests provide the structure and control you need for work intake so you get the right information from the start.
  • Time tracking
  • Track the time spent on a particular task and create time reports for a group of tasks at any given moment.
  • User groups & permissions
  • Group your team members (e.g. accounting, marketing, design etc.) for easier user management and control while advanced privacy settings allow you to control team activity.
  • Salesforce integration
  • Branded workspace
  • Align the look and feel of your Wrike workspace by replacing the Wrike logo with your own.
  • From 50Gb of storage space

Wrike for Marketers – $34.60/user/month (billed annually)

  • All Business Plan features
  • Proofing & Approval
  • Review & approval of digital images and PDF documents. Get clear and actionable feedback to ensure only the right version makes it out the door.
  • Adobe® Creative Cloud® Extension
  • Keep your designers connected to their work within the tools they love
  • Tailored workspaces

Wrike Enterprise Pricing – by quote (the average price is about $35/user/month)

A flexible plan for enterprises that can support from 5 to thousands of users. This plan is ideal for teams that need customization, reporting, and advanced security. The actual pricing is influenced by factors such a number of seats, type of license (annual or monthly), premium support/implementation etc. Features that come with this plan include storage capacities starting from 100GB and special functions like Custom Calendars, Progress Reports, and Extended Security controls among others. Other features included are:

  • All Professional plan features
  • Storage space from 100GB
  • 20 shareable dashboards
  • Custom fields
  • Custom workflows
  • Critical path
  • Progress reports
  • Custom reports
  • User groups
  • Custom calendars
  • Salesforce
  • Single sign-on
  • Extended security controls
  • Folder permissions
  • Branded workspace and emails.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe, Google, EA Sports

Integrations

Wrike Business Process Management Software integrates seamlessly with the following applications:

  • Gmail
  • Google Docs
  • IBM
  • DropBox
  • Google Drive
  • Apple Mail
  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft Project
  • Box
  • Slack
  • Salesforce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to automate, measure and optimize any business process, capable of ensuring accurate management, promoting collaboration, simplifying administrative tasks and robust reporting.

Company Email

marketing@team.wrike.com

Contact No.

Company's Address

70 N 2nd Street
San Jose, CA 95113
USA

Product Comparisons

Name
Comparision

The apps analyzed on this page are merely a small part of our entire Business Process Management Software category and you should keep in mind that there might be more reliable options out there. If you would like to guarantee you make the wisest choice for your team we strongly suggest that you compare more solutions first. You may also want to consult our top 10 Business Process Management Software list to see which apps are in the current year the highest-ranking ones and dominate the market.

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