ONE PLATFORM TO DRIVE

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License any module below separately or combine modules as a bundle to grow your business, engage your clients, and be more efficient.

FIDUCIARY MANAGEMENT
Improve Fiduciary Wellness™ and visualize your value for your clients and prospects using fiduciary scoring and gamification
  • Fiduciary Scoring & Gamification Engine
  • Create Custom Question Profiles
  • Create Custom Prospect Surveys with Dynamic Prioritization
  • Fiduciary Wellness™ Score History Tracking
  • Top Priority Recommendations
  • Strategic Recommendations & Comprehensive Commentary
  • Integrated Accomplishments & Milestones (Committee Management module required)
  • Access to FiduciaryWor(k)s Private Community
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COST MANAGEMENT
Transform the conversation around fees with clients and prospects with decision support tools to visualize and optimize cost management
  • Create Fee Benchmarking Study Memos
  • Track Historical Fee Trends & Insights for Clients
  • Create Powerful 10-Year Total Fee Projections for Prospects
  • Model the Impact of Fixed vs. Asset-Based Recordkeeping Fees
  • Generate Fee Benchmarking Reports with Fi360 Data Integration
  • Create Custom Advisory, Recordkeeper, TPA, and Investment Fee Schedules
  • Access to FiduciaryWor(k)s Private Community
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COMMITTEE MANAGEMENT
Show clients your value and rapidly scale your team’s meeting prep and follow up
  • Generate Meeting Minutes
  • Track Accomplishments & Milestones
  • Create Service Teams
  • Create Governance Documents (coming soon)
  • Create Meeting Agendas (coming soon)
  • Create Client Calendars (coming soon)
  • Access to FiduciaryWor(k)s Private Community
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FIDUCIARY TRAINING
Deliver branded fiduciary training at scale for your committee members and your team
  • 1-hour Basic Course
  • 3-hour Advanced Course (great for training team members)
  • Branded to your team/firm
  • Certificate of completion for students
  • Created in consultation with Fred Reish
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Small Investment, Major ROI

For most advisors and teams, the annual cost of your subscription pays for itself if you win just a single, small plan. How about that for return on investment!

1

New Plan

$1m-$2m

In Assets

.50%

Fee

Frequently Asked Questions

Got a question? We've got answers. If you have some other questions, contact us.

What is the subscription term?

The subscription term is 1 year and entitles you to full access to the features in module(s) for 12 months from your subscription date.

How does pricing work?

Pricing is based on the number of advisors and support staff using the system. You can choose to pay monthly, quarterly or annually. If choosing quarterly payments, you bill be charged 4x per year. If choosing monthly payments, you bill be charged 12x per year. Regardless of payment frequency, your subscription is a 12-month commitment. Contact us for a quote.

How can I pay?

We accept payment via credit card for monthly and quarterly payments. Annual payments can also be made via ACH.

What if I have multiple advisors that need access to FiduciaryRx™?

We offer team-based pricing. Contact us for a quote.

Can I license modules as a bundle or just on a standalone basis?

Yes! Modules can be licensed separately or bundled together. Mix and match modules based on your needs and the needs of your team.

Can I upgrade my subscription (i.e. add modules) or add users during my subscription term?

Absolutely! You can upgrade at any time. Your subscription fee will be pro-rated for the remainder of your billing period and will renew on your renewal date.

Can I cancel my subscription?

Yes! You can cancel your subscription at anytime, but no later than 5 days before your annual renewal date. Please send cancellation requests to support@fiduciaryworks.com. Once your subscription is cancelled, you will not be charged upon your next annual renewal date. You will continue to have access to your account until your current subscription term expires.

Do you issue refunds?

Sorry, we do not issue full or partial refunds.