Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Dynamics 365

Integrations

Microsoft Dynamics 365

Pricing Details

$100
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

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)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

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

Alternatives

Alternatives

Money Exchanger Reviews

Money Exchanger

FinTech Crowd
Broadridge Investment Accounting Reviews

Broadridge Investment Accounting

Broadridge Financial Solutions
Dynamic Netsoft Contract Management Reviews

Dynamic Netsoft Contract Management

Dynamic Netsoft Technologies
TotalTrust Reviews

TotalTrust

Exhibit One Software