WinbizFIDUCIAL WINBIZ SA
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fi360 Toolkitfi360
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About
Created in 1992, Winbiz offers a comprehensive software solution dedicated to Swiss SMEs and micro-enterprises. It integrates accounting, invoicing, payroll management, inventory, and other essential functions, all within an all-in-one platform. This solution meets the needs of businesses across all sectors, ensuring structured, reliable management that complies with Swiss requirements.
Over 50,000 clients and 1,000 fiduciary and IT partners in Switzerland have already trusted Winbiz, which boasts the largest network of local partners. Customer support, based in Switzerland, provides high-quality assistance and fast responsiveness for local entrepreneurs.
With over 30 years of expertise, Winbiz is a recognized standard in Switzerland, supporting the local business environment and offering practical tools for efficient administrative management. Our software is specifically designed for SMEs and micro-enterprises, providing each business with a solid foundation for optimal management
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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
Business management software for SMEs
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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
72 CHF/user
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 InformationFIDUCIAL WINBIZ SA
Founded: 1992
Switzerland
www.winbiz.ch/en/winbiz
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Company Informationfi360
Founded: 1999
United States
www.fi360.com
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Categories |
Categories |
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Business Management Features
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor 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
PrestaShop
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