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Description

Corgi serves as an innovative insurance platform tailored specifically for startups, providing founders with quick and transparent coverage options that align with their development stage. The platform facilitates the comparison of modular insurance solutions and offers quotes within minutes, categorizing packages based on stages such as Pre-Seed, Seed, Series A, Growth Stage, or custom requirements. Among the diverse offerings, Corgi's coverage stack encompasses CGL, D&O, Tech E&O, Cyber, Media, EPLI, Fiduciary, and HNOA, ensuring comprehensive protection for businesses, leadership, technology products, employees, benefits, marketing materials, and operational risks all in one place. With a particular emphasis on technology and AI startups, Corgi provides specialized AI insurance that addresses risks associated with model outputs, hallucinations, bias, data privacy concerns, IP disputes, training data issues, cyber incidents, and vendor obligations. Additionally, the platform’s Tech and AI Liability coverage is specifically crafted to clarify uncertainties often found in traditional Tech E&O policies, covering critical aspects like model performance, algorithmic bias, and claims related to training data. This focused approach allows startups to navigate the complex landscape of insurance with confidence and clarity.

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

Agnost AI Yes 

Integrations

Agnost AI No 

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 No 
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) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Corgi

Country

United States

Website

www.corgi.insure/

Vendor Details

Company Name

fi360

Founded

1999

Country

United States

Website

www.fi360.com

Product Features

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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