FiRM Service Offerings
There are two types of reporting packages available:
- Plan Monitoring & Reporting – four levels of reporting for your review meetings with existing customers. <details>
- Fee Analysis & Disclosure – a combination of high-level investment review and marketing material to assist you in marketing to plan sponsor prospects. <details>
Introducing FiRM CMX (Custom Module eXchange)
- Proprietary and plan document upload
- Collation and sort print options
- Fund watch list and removal status
- Custom graphics and title design
- Build unique and proprietary features
- Enterprise Solutions Features Alternative category benchmark selection
For sample reports or a free trial call 866 411-2336 or email info@fiduciarymanagement.com.
