Fiduciary
Win 401(k) clients with data-driven proposals.
"Fiduciary is a specialized software solution designed to streamline the creation of compelling 401(k) proposals for business development. It empowers financial advisors to efficiently generate customized and compliant proposals, helping them win new retirement plan clients and grow their AUM."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Fiduciary empowers RIAs to win 401(k) clients by generating data-driven proposals that highlight plan improvements and cost savings."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Fiduciary integrates into institutional RIA stacks.
Alternative Peer Landscapes
Advisor.com
Advisor.com: Powering Advisor Lead Generation & Business Development.
Advisor I/O
Grow your RIA with powerful digital marketing.
Benji
Grow your RIA with targeted lead generation.
Catalyst
Catalyst: Powering RIA Growth Through Digital Marketing.
Conquest
Convert leads into clients with intelligent sales acceleration.
Couple
Win 401(k) clients with powerful, customized proposals.