Fully automate your fiduciary workflows 

Instantly access deep domain expertise and artificial intelligence to create a sophisticated and seamless meeting cycle and process
 
CREATE YOUR COMITTEE

With everything in one place, seamlessly create your committee with your governance rules - everything from voting status and quorum requirements to member composition

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Record all of your committee and member information in Fiduciary Manager, the "command center" of Fiduciary.ai

CREATE YOUR AGENDA

Create your annual fiduciary gameplan with relevant and timely agenda items developed incorporating deep fiduciary domain expertise

Use your new ability to visualize your entire year of agenda items to make sure your governance and investment objectives have the right order of decision-making and resolutions

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Fiduciary Calendar includes best practices agenda topics which feed your meeting agendas that you can then customize to meet your committee’s needs

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Use your new ability to visualize your entire year of agenda items to make sure your governance and investment objectives have the right order of decision-making and resolutions

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MANAGE AND CONDUCT YOUR MEETING

Manage your meeting using artificial intelligence and expert meeting flows, from your laptop or smart device

EDIT AND FINALIZE YOUR MEETING MINUTES, SAME DAY

When done, minutes and meeting materials are automatically integrated into your next meeting and stored in the Fiduciary Archive

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Easily edit meeting minutes from admin to the chair to the CIO to Committee members, all in one screen

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When done, minutes and meeting materials are automatically integrated into your next meeting and stored in the Fiduciary Archive

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Go from roll call to voting to meeting adjournment, all managed by artificial intelligence

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Follow the lead of domain experts in answering questions on performance, asset allocation, QDIA and other topics relevant to your portfolio and committee

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Committee members can participate in meetings, present agenda topics, review meeting packets, and review / edit meeting minutes on smart devices

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Go from roll call to voting to meeting adjournment, all managed by artificial intelligence

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