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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Dynamic Netsoft Contract Management Software for Dynamics 365: Features Integrated: A comprehensive portal to provide 360-degree visibility of projects. Communication and collaboration are improved. Contract Order: Efficient execution monitoring. Integrated features for letters award. Flexible payment terms with milestone options. Budget Control: Prudent budget management. Integrate seamlessly with project management, accounting and other systems. Work Completion Tracking Documentation and progress updates. Manage materials and invoices with care. Benefits: Simplifies contract management processes. Advanced project management features Multilevel work breakdown structures Robust resource scheduling. 360-degree visibility of a project. Our trusted solution for Microsoft Dynamics 365 Finance and Operations contract management offers streamlined approaches and many benefits.

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

No images available

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 

Integrations

Microsoft Dynamics 365 No 

Pricing Details

$100
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Dynamic Netsoft Technologies

Founded

2011

Country

United States

Website

dnetsoft.com

Vendor Details

Company Name

fi360

Founded

1999

Country

United States

Website

www.fi360.com

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management 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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