Investment & Account Evaluation Tools
Grow and protect investor assets with a fiduciary standard of care. Facilitate prudent practices with Investment & Account Evaluation Tools — and allow financial advisors, intermediaries, and enterprises more time to focus on clients.
Establish an easy-to-manage, repeatable prudent process
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Streamline analysis, management and reporting
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Simplify investment-process administration and documentation
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Bring efficiencies to RFPs, benchmarking, investment monitoring, and fiduciary decision making
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Use the tools created by the originator of the Accredited Investment Fiduciary® (AIF®) Designation
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Reap the benefits of 20+ years of leadership in fiduciary tools and education
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Know fiduciary prudent practices are consistently built in
Choose the tools designed for the way you work
Drive superior client outcomes and better business results
Prudent Practices, flexible advisor controls and elegant reporting reduce liability while saving time and money.
Assess retirement plan providers with ease
Digitize the process of screening and selecting plan providers. Make side-by-side comparisons, and request and analyze bids online.
Get rollovers right every time
Visually evaluate and discuss the merits of rolling over to an IRA vs. staying within a 401k plan.
Streamline the fiduciary due diligence process
Objectively evaluate and compare retirement income products and stable value funds.
Get the data you need to benchmark your fees
Access a database of retirement specialist advisors’ fees and services and generate comparative reports for clients.
