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Description
ACTi AI serves as a sophisticated intelligence platform tailored for leaders and professional service firms seeking more than just standard responses. By integrating conversational AI, consistent memory, and both voice and text interactions, ACTi AI empowers teams to transition from mere information gathering to achieving tangible results. Each entity within the platform possesses its own unique expertise, character, and objectives aimed at realizing aspirations in various sectors such as business, influence, law, healthcare, finance, and operations. Athena facilitates transformative consulting, self-improvement, influence coaching, process mastery acceleration, and overall business advancement. Bolt equips leaders with the tools to foster agreement through honesty, compassion, precision, influence scoring, structured agreement frameworks, optimized sales dialogues, and energy alignment. Meanwhile, Samara excels at active listening, skillfully uncovering essential facts, decisions, action items, emotional undertones, and coherent summaries from communications, meetings, and transcripts. This comprehensive approach allows teams to harness the full potential of their interactions and drive meaningful change.
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ACTi AI
Country
United States
Website
www.acti.ai/
Vendor Details
Company Name
fi360
Founded
1999
Country
United States
Website
www.fi360.com
Product Features
Investment Management
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