Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Numerous clients have faced the need to rethink their business processes in light of quarantine measures. The shift of employees to remote work has heightened the focus on the effectiveness of communication infrastructures across various industries. This transformation has impacted both large corporations and smaller businesses alike. Consequently, we have observed a surge in phone traffic from our clients. In response, we have wisely increased the capacity of our telecommunications systems, ensuring that we have maintained seamless service without experiencing any failures due to the heightened demand. Alongside this capacity enhancement, we have also upgraded our cloud-based office telephony solutions, enabling you to implement remote work for your staff from anywhere without incurring delays or extra costs. Our dedicated team of skilled professionals is equipped to create tailored software solutions for call centers, integrate CRM systems, and turn your ambitious initiatives into reality. We are committed to supporting your business’s growth and success every step of the way. Your vision can become a reality with our expertise at your side.
Description
Fi360 provides financial intermediaries with the tools to effectively utilize the Prudent Practices® framework, allowing them to successfully gather, enhance, and safeguard investors' assets while adhering to a fiduciary duty. Our comprehensive training, advanced technology, and robust analytics facilitate the seamless adoption of prudent processes for every client. Ranging from foundational fiduciary concepts to complete proficiency, our educational programs are specifically designed to equip finance professionals with the essential knowledge to better serve clients and expand their enterprises. Our innovative software and technology solutions empower investment professionals to cultivate stronger client connections and increase business opportunities through a consistent, prudent methodology that is both manageable and well-documented. Additionally, we provide our clients with in-depth insights via our fiduciary-centric data and analytics offerings, which include tailored reports and analyses that can enhance marketing efforts and presentations, showcasing a commitment to a prudent approach. Ultimately, our mission is to elevate the standards of fiduciary practice in the financial industry.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Miatel
Founded
2013
Country
Singapore
Website
miatel.com/keysolutions
Vendor Details
Company Name
fi360
Founded
1999
Country
United States
Website
www.fi360.com
Product Features
Cloud PBX
Call Recording
No
Call Routing
No
IVR / Voice Recognition
No
Ring Groups
No
SIP Trunking
No
Virtual Extensions
No
Web Conferencing
No
SIP Trunk
Automatic Fail-over Routing
No
Call Data Records
No
Caller ID
No
Disaster Recovery
No
International Numbers
No
Multiple DID Options
No
PSTN Forwarding
No
Toll-Free Numbers
No
e911
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes