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Compare RIO Genesis vs Fi360 Toolkit

What is better RIO Genesis or Fi360 Toolkit? With different functions, pricing, details, and more to compare, finding the right Business Process Management Software for your business is tough. Nevertheless by working with our system, you can easily match the functions of RIO Genesis and Fi360 Toolkit as well as their general SmartScore, respectively as: 8.0 and 6.9 for overall score and 98% and N/A% for user satisfaction.

You can also review them feature by feature and see which program is a better fit for your company. Don’t forget to get a free trial first prior to subscribing to experience how the program works in real setting.

We are aware that not all people have enough time to try out a wide range of different services, so we created a list of recommendations that you may find useful. Our top selections for the Business Process Management Software category are: Promapp, Wrike, bpm’online studio.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

Starting from $99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Broker Management
  • Financial Dashboard
  • GCI/CCI/ACI Tracking
  • Risk Mitigation
  • Worklfow Templates
  • Compliance Management
  • Custom Reporting
  • Account Management
  • Custom Dashboard
  • Custom User Permissions
  • Import/Export Data
  • Activity Logs
  • Transaction Management
  • Contact Management and Marketing
  • Expense Tracking
  • Client Tracking
  • Shortsale Management
  • Automated Recruiting
  • Custom Drip Campaign Builder
  • Email Notifications
  • Internal Chat
  • e-Signature

Pricing Info

RIO Genesis offers three enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:

RIO Professional – $99/month

  • 10 User Accounts
  • Unlimited Transactions
  • Unlimited Documents and Photos
  • Customized User Permissions
  • Import/Export Data
  • Activity Logs – Audit User Activity
  • Company Document Library
  • E-Signatures
  • Online Offer Submission
  • Offer Management
  • Transaction Vaulting
  • Auto Tasking
  • Email Notifications
  • Expense Tracking
  • Client Tracking
  • Automated Bid Requests
  • Shortsale Management
  • Profile Visible to Asset Managers
  • Facebook & Twitter Integration
  • Agent Web Pages

RIO Office – $299/month

  • All RIO Professional features
  • 25 User Accounts
  • Custom Dashboard – Based on User Role
  • Financial Dashboard
  • GCI/CCI/ACI Tracking
  • Risk Management
  • Automated Workflow
  • Office Compliance

RIO Office Complete – $499/month

  • All RIO Office features
  • 50 User Accounts

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

RIO Genesis integrates with the following business systems and applications:

  • Facebook
  • Twitter

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

RIO Genesis software uses data and technology to create a competitive advantage and optimize your business performance.

Company Email

Contact No.

Company's Address

2875 St Rose Parkway, Suite 100
Henderson, NV 89052
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

bpm’online studio

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 9.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Business Process Management
  • Best Practices & Opportunity Management
  • Advanced Customization
  • Open Configuration
  • Visual Process Designer (WYSIWYG)
  • 360-degrees Customer Views
  • Lead Management
  • Lead Segmentation
  • Collaboration Suite
  • File Sharing & Omnichannel Communication
  • Case Management
  • Dashboard Analytics
  • On-Premise and In-Cloud Deployment
  • Extensive API
  • Synchronized Mobile APP
  • Field Sales App

Pricing Info

Bpm’online studio offers different enterprise pricing packages for the sales, marketing, and service module. You can also integrate all three modules into a single CRM bundle, calculate its price on the product’s official website, or get in touch with the vendor who will estimate it for you. There is also a great free trial available that you can use to try out all the key features of the software first. You can easily sign up for bpm’online free trial here.

Here are the details of all the available pricing plans:

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

L'Oreal, Schneider Electric, BAYER, Heinz

Integrations

The system can be integrated with virtually any third-party application as it provides open configuration and extensive API to allow for any customization required for your business. The company has an extensive experience with integrating with different systems during project implementation (accounting, legal, ERP, social listening tools etc.), as well as a number of out-of-the-box integrations, which include, but are not limited to: Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap, MailChimp / Mandrill, etc.

Bpm’online studio offers email synchronization via IMAP and Exchange protocols, and simplified synchronization of MS Exchange and Gmail contacts and calendars. Automatic integration with Google services enables the user to instantly start working with their contacts, emails, and calendar. The administrator can also set up user or group rights to import / export contacts.

The software is seamlessly integrated with SmartCloud Connect, which integrates your Microsoft Outlook window right into bpm’online. You can also use SmartCloud Connect to work with opportunities, activities, leads, contacts, and accounts without logging into bpm’online.

What is more, the service allows leveraging social media integration capabilities to enrich customer profiles with additional data from social media as well as collaborate with customers in social networks. The system can be integrated with various online communities, forums, etc. with open APIs.

Office productivity package integration includes reports in MS Word / PDF, data import from MS Excel.

Bpm’online studio also offers phone integration, including intelligent routing, voice over IP, scheduled callback and SMS. Integration with the social listening tools, ERP systems, platforms for data integration and business analytics is also available.

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

Bpm'online studio is a complete BPM suite that allows companies to test, improve, and stay in control of their operations and adjust those to the modifying business environment.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th floor
Boston, Massachusetts
USA

In case you are still having doubts about which software will work best for your company it might be a good idea to investigate each service’s social metrics. These metrics are usually a way to see how popular a given product is and how wide is its online presence.For example, if you look at RIO Genesis LinkedIn account you’ll learn that they are followed by 88 people. In case of Fi360 Toolkit the number of followers on their LinkedIn page is 2219.

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