Audience

Financial intermediaries looking for a solution to gather, grow and protect investors

About fi360 Toolkit

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.

Other Popular Alternatives & Related Software
Money Exchanger
Money Exchanger
(1 Rating)
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.
Learn more
Dynamic Netsoft Contract Management
Dynamic Netsoft Contract Management
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.
Learn more
Broadridge Investment Accounting
Broadridge Investment Accounting
Broadridge Investment Accounting is an award-winning software solution that includes a global asset class, multi-currency, and real-time platform with professional accounting services to create investment book of record. Cost-effective and highly intuitive, this solution delivers comprehensive, accurate, and timely information and visualization to support compliance, trading, fiduciary oversight, and other crucial investment management functions. Core features include accounting and cash management, custodial and market data integration, integrated general ledger, managed service delivery, among others.
Learn more
Verity
Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
Learn more

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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

Company Information

fi360
Founded: 1999
United States
www.fi360.com

Videos and Screen Captures

fi360 Toolkit Screenshot 1
fi360 Toolkit Screenshot 1
Other Useful Business Software
$300 Free Credits to Build on Google Cloud Icon
$300 Free Credits to Build on Google Cloud

New customers can spin up VMs, build with AI, and query data at no cost.

Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Start Free

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

fi360 Toolkit Frequently Asked Questions

Q: What kinds of users and organization types does fi360 Toolkit work with?
Q: What languages does fi360 Toolkit support in their product?
Q: What kind of support options does fi360 Toolkit offer?
Q: What type of training does fi360 Toolkit provide?
Q: Does fi360 Toolkit offer a free trial?

fi360 Toolkit Product Features

Investment Management

Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Accounting Management
Benchmarking
Commodities
Payroll & Commissions