RIO Genesis
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
Integrations
Integrations
RIO Genesis integrates with the following business systems and applications:
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
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
RIO Genesis 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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All the data, details and experiences that we presented in this analysis were taken from official vendor pages, promotional materials available online, actual experience from real users as well as our own direct use of each software by a professional reviewer. We pay a lot of attention to comprehensively analyze every app, therefore we not only analyze it ourselves, but we also compare our findings with opinions of other people from the SaaS community.
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