Dynamic Netsoft Contract ManagementDynamic Netsoft Technologies
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fi360 Toolkitfi360
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Related Products
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About
Discover Dynamic Netsoft’s Contract Management Software on Dynamics 365:
Integrated Features:
A comprehensive portal for 360-degree project visibility.
Enhances communication and collaboration.
Contract Order:
Efficient execution tracking.
Integrated features for letters of award.
Flexible payment terms and milestone options.
Budget Control:
Prudent budget management.
Seamless integration with project management and accounting.
Work Completion Tracking:
Effective documentation and progress updates.
Meticulous management of materials and invoices.
Benefits:
Simplifies contract management processes.
Advanced project management features.
Multilevel work breakdown structures.
Robust resource scheduling.
360-degree project visibility.
Experience streamlined approaches and manifold benefits with our trusted solution for contract management on Microsoft Dynamics 365 Finance and Operations.
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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
Enterprise organizations
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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 VideosNo images available
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Pricing
$100
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 InformationDynamic Netsoft Technologies
Founded: 2011
United States
dnetsoft.com
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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
Microsoft Dynamics 365
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