In everything we do, we believe in simplifying the process so you can accomplish more in less time, inconvenience, and cost.
A customized Investment Policy Statement with your standards and criteria integrated with a comprehensive Quarterly Monitoring Report that documents a prudent process to select and monitor investments.Learn More
Our single page fact sheets are built using data from Morningstar and provide a comprehensive review of performance, risk, and expenses for each investment.View Sample
A branded micro-site connected to your web-site that provides quick easy access to all documents via a secure fiduciary vault. Integrated calendar that automates and audit logs all deadlines, and dashboards with updated Morningstar data on investments and expenses.Learn More
Select any combination of 18 reports to Benchmark fees to determine fee reasonableness as required by ERISA 408(b)(2). It is fast, simple, and efficient.Learn More
Access the industry’s first revenue sharing database to assess indirect fees accurately. Our revenue sharing database is integrated with our Benchmarking solution for a comprehensive analysis.Learn More
Our request for proposal system enables a plan fiduciary to conduct a search for a qualified advisor using an efficient web-based solution.Learn More
Online web-based library of ERISA topics with a practical explanation of complex issues to everyday fiduciary situations. This tool is for industry practitioners and fiduciaries.Learn More
Product design, sale or acquisition of an advisor practice, white papers, business development strategies, advisor qualification assessments, backroom support, RFP support, and expert witness services are offered as a fee for service.CONNECT
We have a reputation of developing complex solutions on-time and on-budget. Our secret is our meticulously detailed SOW that sets the proper expectations up front.Learn More
Connect with one of our team members for immediate access to PlanTools.