Your next generation
fiduciary solution.

Redefine how you manage your investment committee with the first end to end best practices workflow solution with built-in domain expertise.  Fiduciary.ai gives you an automated roadmap to manage and implement your fiduciary process using artificial intelligence with content and processes developed by fiduciary experts.  
FEATURES AND BENEFITS

Spend more time focusing on your committee’s mission, goals, and better investment outcomes. Eliminate time consuming administration while staying on track with evolving fiduciary obligations.

ONLINE COMMITTEE MANAGEMENT

All of your committee information

and structure in one place

EXPERT FIDUCIARY CALENDAR

Your all-inclusive annual roadmap to meeting and fiduciary requirements

STREAMLINED MEETING PLANNING

Poll members, schedule and plan
your meetings online

COMPREHENSIVE AGENDA AND MEETING
MATERIAL DEVELOPMENT

Customize scheduled agenda items and easily integrate presentations and resolutions into  standard PDF meeting materials

INTELLIGENT MEETING MANAGEMENT, FEATURING WATSONTM

Automated meeting room managed by WatsonTM and driven by expert questions for each agenda item

AUTOMATED MEETING MINUTES
AND ARCHIVING

Draft meeting minutes right after
your meeting ends. Online editing by staff and committee according to governance best practices

WHO CAN BENEFIT FROM FIDUCIARY.AI

Investment committees can benefit today from a high productivity application in a sophisticated, best practices format created by fiduciary domain experts covering:

401(k) Plans

Corporate Pension Plans

Public Pension Plans

Endowments & Foundations

Health Care Organizations

Charitable Organizations

WHY FIDUCIARY.AI?

Fiduciaries face increased litigation, with headline risk and harsh regulatory consequences on the rise.  
Fiduciary.ai provides an immediate solution leveraging leading edge technologies to help mitigate these risks and to smooth the everyday responsibilities of staff and oversight committees.  Fiduciary.ai:

Leverages the latest technologies, including artificial intelligence, to provide a streamlined process
and free up valuable resources

Integrates the expertise of seasoned fiduciary experts into your everyday work

Provides a consistent and documented fiduciary process to assist with compliance

Provides the highest level of data security including HIPAA compliance