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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Numerous clients have faced the need to rethink their business processes in light of quarantine measures. The shift of employees to remote work has heightened the focus on the effectiveness of communication infrastructures across various industries. This transformation has impacted both large corporations and smaller businesses alike. Consequently, we have observed a surge in phone traffic from our clients. In response, we have wisely increased the capacity of our telecommunications systems, ensuring that we have maintained seamless service without experiencing any failures due to the heightened demand. Alongside this capacity enhancement, we have also upgraded our cloud-based office telephony solutions, enabling you to implement remote work for your staff from anywhere without incurring delays or extra costs. Our dedicated team of skilled professionals is equipped to create tailored software solutions for call centers, integrate CRM systems, and turn your ambitious initiatives into reality. We are committed to supporting your business’s growth and success every step of the way. Your vision can become a reality with our expertise at your side.

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

Screenshots View All

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

Miatel

Founded

2013

Country

Singapore

Website

miatel.com/keysolutions

Vendor Details

Company Name

fi360

Founded

1999

Country

United States

Website

www.fi360.com

Product Features

Cloud PBX

Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing

SIP Trunk

Automatic Fail-over Routing
Call Data Records
Caller ID
Disaster Recovery
International Numbers
Multiple DID Options
PSTN Forwarding
Toll-Free Numbers
e911

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

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