Fiduciary Decisions 4+
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Fiduciary Benchmarks
Designed for iPad
-
- Free
Screenshots
Description
Fiduciary Decisions & Insights (FDi) is the industry leader for independent, comprehensive, informative and cost-effective benchmarking services for the Defined Contribution space.
FDi’s Meeting and Hours Tracker is a mobile app version of all of the great functionality that you value from the Fiduciary Decision's website including:
- Ability to select your clients from your plan list
- Drop downs to select from work and meeting types that align with the categories from the Value and Fee Benchmarking report
- Tracking of meeting, prep & follow-up and travel hours
- Ability to add additional staff hours
- Custom notes for each entry
- Log to view all work and meetings for a plan
- Meeting & Hours Tracker is integrated with the Value and Fee Benchmarking Report so your last 12 months entries will automatically be pulled into your current benchmarking report requests
This app is only available to licensed Fiduciary Decisions & Insights users with valid login credentials and requires Wi-Fi or cellular data to function (no offline access).
Please contact us with any support needs or feedback suggestions via phone at 866-516-4909, via email at service@fiduciarydecisions.com or visit us at www.fiduciarydecisions.com
What’s New
Version 2.0.0
In addition to our new name and logo in this version we have included some user interface improvements and minor bug fixes:
- Support for multiple tags has been added in Todos
- Hours entry interface has been re-done
- Fixed hours entry issue
Ratings and Reviews
App Privacy
The developer, Fiduciary Benchmarks, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- FIDUCIARY BENCHMARKS INSIGHTS, LLC
- Size
- 63.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- ©2022 Fiduciary Benchmarks Insights, LLC DBA Fiduciary Decisions (FDI). All rights reserved.
- Price
- Free