Products February 1, 2010
Software Firm Enhances Fiduciary Governance Tool
FCRC Apps, LLC, a software development firm, has announced the release
of version 2.0 of its Web-based application, eFiduciary.net.
Reported by
PLANADVISER Staff
eFiduciary.net is a fiduciary governance tool introduced in 2005 for consultants and their investment fiduciary clients and provides, among other things, real-time committee collaboration, document retention and retrieval, and a variety of consultant practice management tools, according to an announcement.
Version 2.0 has expanded its best practices tool box, broadened its collaboration reach, and has introduced a practice management platform, the company said.
The announcement said eFiduciary.net will continue to expand its platform with another release coming in late 2010.
You Might Also Like:
DOL Rule List Focuses on Alts, End of ESG
The US Treasury also posted a rule list that provides SECURE 2.0 guidance including required minimum distributions.
Conflict-Free Retirement Advice Is the Future of Our Industry
A financial planner says retirement plan sponsors are increasingly seeking advisers with transparent business models and closer alignment with their...
CRM Software Top of Mind Among Advisers’ Tech Options
According to a recent survey, financial advisory firms and professionals value customer relationship management solutions the most of all fintech...