About Us
Helping advisors improve practice efficiency and add value for plan sponsor
Center for Fiduciary Management (CFFM), a software as a service company, specializes in providing investment monitoring services for the retirement plan industry through its Fiduciary investment Reporting Manager (FiRM).
Since 2004, FiRM has supported retirement plan specialists with a blend of custom and packaged web services; providing analysis of plan investment choices and presentation‐ready reports for plan sponsor investment committees.
FiRM’s flexibility allows us to support a diverse customer base within the Financial Services industry, including: large Broker‐Dealers, Independent Advisory Firms, TPA’s, Banks, National Independent Networks, and Insurance Companies. Currently, we support over 600 customers who are marketing or monitoring over 10,000 retirement plans.
