fi360 Toolkitfi360
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Related Products
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About
ACTi AI is an actualized intelligence platform for leaders and professional service firms that need more than generic answers. ACTi AI combines conversational AI, persistent memory, voice and text interaction, and specialized domain mastery to help teams move from information to outcomes. Each Being has a distinct mastery, personality, and purpose, designed to actualize goals across business, influence, legal, healthcare, finance, and operational work. Athena supports transformational consulting, self-mastery, influence coaching, process mastery acceleration, and business growth. Bolt helps leaders cause “yes” with truth, love, precision, influence scoring, agreement architecture, sales conversation optimization, and energy calibration. Samara listens at depth, extracting key facts, decisions, action items, emotional subtext, and structured summaries from messages, meetings, and transcripts.
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About
Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step. From fiduciary basics to thorough mastery, our learning and development programs are designed to empower finance professionals with the knowledge they need to effectively serve all clients and grow their businesses. Our software and technology solutions enable investment professionals to strengthen client relationships and win more business with a repeatable, prudent process that is easily managed and documented. We give our clients a look under the hood with our fiduciary-focused data and analytics solutions, including custom reports and analysis that can be used in marketing materials and presentations to demonstrate a prudent process.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mission-driven professional service leaders who need AI Beings to support consulting, client conversations, legal analysis, workflow clarity, and business acceleration
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Audience
Financial intermediaries looking for a solution to gather, grow and protect investors
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationACTi AI
United States
www.acti.ai/
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Company Informationfi360
Founded: 1999
United States
www.fi360.com
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Categories |
Categories |
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
No info available.
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Integrations
No info available.
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