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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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