Tallyfy
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Integration with over 400 apps
- Process management
- Process capture, control & analysis
- Management of lifecycle
- Management of enterprise assets
- Compliance management
- Forms management
- Audit trail
- Event tracking
- Data mapping
- Approval process control
- Two-way authentication
- Master process builder
- Notifications, alerts & escalations
- Content & process library
- Dashboard creation
- Advanced permissions
- Conditional & decision logic
- Activity streams
- Checklists
- Steps deadlines
- Intuitive interface
- Collaboration platform
- Customization
Pricing Info
Pricing Info
Tallyfy offers three SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:
Basic – $15/user/month
- Most features included
- Limited Storage (5GB)
- Basic deadlines
- No analytics
- No decision trees
Professional – $30/user/month
- All features
- Unlimited storage
- Personal help for pilots and process mapping
Enterprise – By quote
- All features
- Unlimited storage
- Full customization
- Tailored SLA
- Professional services
Integrations
Integrations
Tallyfy is an open API system, which means you can easily connect it to any third-party app or business systems. Prominent integrations include:
- HotDocs
- Amazon S3
- Zapier
- Webhooks
- Dropbox
- MailChimp
- PayPal
- Teambox
- Salesforce.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Intel, Nestle,HP
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
Tallyfy is a simplified business process management solution that simplifies critical approval and decision workflows and allows tracking, measuring and improving processes.
Company Email
hello@tallyfy.com
Contact No.
Company's Address
911 Washington Avenue, Suite 420
St. Louis, MO 63101
USA
Tallyfy Comparisons
Popular Tallyfy Alternatives
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
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
You don’t want exclusively a broad array of features and adjustable pricing packages from a reliable Business Process Management Software. Almost as crucial as key features is a top-notch customer support. You want to make sure that if you have any questions about Tallyfy or Fi360 Toolkit, or you struggle with some problems, or perhaps you’ll need to ask for a specific update or functionality useful to your business you can count on a responsive and helpful customer support. See if solutions such as phone support, tickets or live chat are offered. What is more, it’s a major asset if you are able to benefit from personal training or at the very least a knowledge base you can use.
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