Money ExchangerFinTech Crowd
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fi360 Toolkitfi360
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Related Products
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About
At FinTech Crowd, we recognise the importance for Money Service Businesses in complying with EU and FSA regulations. Our foreign exchange software, Money Exchanger Plus, combines a prudent approach to compliance with the ease of an automated system, allowing Money Service Businesses to keep adequate records. FinTech Crowd offer a secure and reliable accounting system or multi-currency point of sale and integrated accounting for the full range of Money Service Businesses.
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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
Money services companies like money transfer, cash exchange, currency exchange, currency wholesalers, FX traders, travel agencies, airport currency exchange
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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 InformationFinTech Crowd
Founded: 2010
United Kingdom
www.ftcrowd.com
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Company Informationfi360
Founded: 1999
United States
www.fi360.com
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Categories |
Categories |
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Currency Exchange Features
Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management
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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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