Fiduciary Decisions

Get credit for your work

Free · Designed for iPad

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

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Minor UX/UI updates, configuration updates, and bug fixes: - Updated dependencies - Updated Login screen - Fixed date selection in planner - Fixed text positioning in Extras submission

Version 3.0.0

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

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    • Seller
      • FIDUCIARY BENCHMARKS INSIGHTS, LLC
    • Size
      • 24.7 MB
    • Category
      • Finance
    • Compatibility
      Requires iOS 15.1 or later.
      • iPhone
        Requires iOS 15.1 or later.
      • iPad
        Requires iPadOS 15.1 or later.
      • iPod touch
        Requires iOS 15.1 or later.
      • Mac
        Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
      • Apple Vision
        Requires visionOS 1.0 or later.
    • Languages
      • English
    • Age Rating
      4+
    • Copyright
      • ©2022 Fiduciary Benchmarks Insights, LLC DBA Fiduciary Decisions (FDI). All rights reserved.
  • Developer Website
  • Privacy Policy

    • You Might Also Like