WHAT IS  eFiduciary.NET ?

eFiduciary.net is a unique tool for consultants and their investment fiduciary clients. It is a safe and secure web-based application that allows for committee collaboration, document retention and retrieval, and consultant practice management tools.

Email us at: Info@eFiduciary.net
Or Call: 800.237.0076
Manage Fiduciary Responsibility
  • Provides tools for documentation
  • Promotes committee collaboration and consistency in decision making
  • Engages plan committee members
Mitigate Fiduciary Liability
  • Provides easy access to documentation
  • Demonstrates process
  • Exemplifies due diligence
Provides Competitive Advantage
  • Distinquish your practice from your competitors
  • Elevate your business model
  • Enhances pricing power
Promotes Client Retention
  • Creates a bond between consultant and client
  • Develops a durable value-added proposition with your clients
  • Aligns committee to fiduciary excellence