fi360 Toolkitfi360
|
||||||
Related Products
|
||||||
About
Archera's short-term, insured savings plans and RIs empower hundreds of organizations to purchase the cloud with unprecedented flexibility. Use our free cloud management platform to reduce costs and operate dynamically with no lock-in or fees based on your spending or savings. Archera’s unique insured commitments put you in control of your cloud savings, enabling you to secure the discounts that come with one- or three-year commitments to AWS and Azure with the reduced risk of a term as short as 30 days. Use these flexible instruments to execute new purchasing strategies and save on usage you were never able to previously discount. Archera’s free platform accelerates cloud procurement and management by enabling flexibility while reducing costs and complexity, across all AWS and Azure reservable services, and without touching your cloud infrastructure. Maximize your discounts, qualify for pricing incentives, and identify financially prudent long-term growth strategies.
|
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.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Enterprises seeking a solution to manage their dynamic cloud operations
|
Audience
Financial intermediaries looking for a solution to gather, grow and protect investors
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationArchera
United States
archera.ai/
|
Company Informationfi360
Founded: 1999
United States
www.fi360.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
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
|
||||||
Integrations
AWS Lambda
Amazon EC2
Amazon ElastiCache
Amazon Redshift
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
OpenOps
|
Integrations
AWS Lambda
Amazon EC2
Amazon ElastiCache
Amazon Redshift
Amazon Web Services (AWS)
Google Cloud Platform
Microsoft Azure
OpenOps
|
|||||
|
|
|