The web application allows financial advisers working with retirement plans to create customized surveys and questionnaires for existing clients through eFiduciary.net. The survey tool can also be used to connect with and win prospective clients, the firm says.
Survey questions can be designed to have multiple response formats, from simple yes/no questions to multiple choice using a variety of response options. Surveys can be accessed through a unique web link or circulated over the phone. The survey tool converts user feedback into a variety of reports to identify broad trends or interpret the experience of individuals.
Built with the Employee Retirement Income Security Act (ERISA) in mind, eFiduciary.net is a unique tool for consultants and their investment fiduciary clients. It allows for committee collaboration, document retention and retrieval, and consultant practice management tools. A demo of the new survey application or the other tools on eFiduciary.net can be obtained by emailing firstname.lastname@example.org.