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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
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