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About

Managing multiple projects with a limited pool of resources can be an exciting ride! You’ve just got your skill's capacity nicely in balance with the demand when a new project arrives, creating unexpected bottlenecks. Striking the right balance on resourcing levels is not easy. Whilst there must be sufficient spare resources to plug any gaps, too many just sitting on the bench will cause utilization levels to fall and operational profits to evaporate. As new project plans are approved, requests for resources must be satisfied. Whatever your resource allocation process, there must be an effective collaboration between project and resource managers, if individual projects are not to suffer. With the project resourced and work underway, the prudent project manager will want early warning of cost or schedule overruns. Simply comparing the time spent with the approved plan isn’t really good enough; an assessment of what’s been achieved.

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

A solution designed for resource management specialists and companies of all sizes

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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Innate
Founded: 1992
United Kingdom
www.innate-management.com

Company Information

fi360
Founded: 1999
United States
www.fi360.com

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Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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

No info available.

Integrations

No info available.
Claim Innate Resource Manager and update features and information
Claim Innate Resource Manager and update features and information
Claim fi360 Toolkit and update features and information
Claim fi360 Toolkit and update features and information