FiduciaryWorks
HQ Address
200 Washington Avenue, Floor 4, Towson, MD 21202, United States
Website Address
Business introduction
SaaS Products and Content for Modern Retirement Advisors
Create professional, branded client deliverables in minutes, not hours. Streamline and scale your 401(k) and 403(b) advisory practice with intelligent automation and comprehensive plan management
Our core purpose
We exist to help the community of retirement plan fiduciaries ensure that every american worker retires with dignity, not despair
People are the priority
In everything we do, we focus on serving others and putting their interests first.
Be "net givers", not "net takers"
We give generously of our time, talent and treasure to help others succeed.
Simplify the complex
We look for ways to make complex things simple, understandable and actionable.
Impatient with actions, patient with results
We have a bias towards actions and focus on the process, trusting outcomes will take care of themselves.
Tell better stories, deliver better experiences
We make promises with our words and keep them with our actions.
FiduciaryWorks Solutions
FeeMetri(k)s™
How much is your time and peace of mind worth? Stop wasting time using fillable PDFs and spreadsheets and worrying about compliance. Automate manual PTE 2020-02 requirements for your advisors in under 5 minutes. Automate your workflow Simply create a new client or prospect in the system and then follow the guided prompts......
business needs
- Business Intelligence & Practice Management
- Compliance & Regulation
- Portfolio Build, Analysis & Reporting
Fiduciary U™
Benefits of partnering with Fiduciary U™ for ongoing fiduciary education Expert instruction Created by Josh Itzoe, an industry thought-leader, best-selling author, speaker, and fiduciary expert. Rapid learning In just about every endeavor, lack of knowledge and training almost always leads to sub-optimal outcomes and poor performance. With this platform, you get smart, fast. Manage risk ERISA......
business needs
view solutionPerseptiv
Stop spending too much time on the wrong things Managing multiple plans while delivering consistent, high-quality client and prospect deliverables is time-consuming and complex. Hours lost to content creation Creating custom presentations, plan reviews, scorecards, and participant materials takes hours per client each year. That's time you could spend growing your practice. Inconsistent client......
