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Overview

Since 2004, FiRM has supported Retirement Plan Advisors/Specialists with solutions for investment monitoring and selection, plan fee analysis, investment line-up comparison, document storage and delivery, and many others. Highlights of the top features of FiRM are below. For more information on the specific analysis and reporting capabilities of FiRM, please see the menu above!

Executive Summary


Key Features

Custom Branding

  • Brand every page with your logo and branding
  • Configurable report section colors
  • Create your branded custom report cover page
  • Exclude the FiRM and CFFM logo from the entire report

Configurable Reports

  • Configure order and inclusion of Report Section options
  • Upload PDF documents into any FiRM report
  • Put your Client's logo on the report cover page

Ease of Use and Support

  • FiRM was designed with advisor input – workflows are easy and oriented around your business
  • Ability to view and change status of funds across plans
  • Maximizes reuse of data across system and reports
  • Direct access to our Kansas based Support Team phone or email – we place a high priority on helping our customers!
  • GoToMeeting webinar training sessions available on-demand

Key Optional Capabilities

  • Model Portfolio entry and tracking
  • Upload reports and plan documents to Plan Vault
  • Provide client access to their own Plan Portal and Plan Vault
  • Set email templates and distribution lists to send reports to clients

Special Features for Broker/Dealers and RIAs

  • Set disclosure requirements that apply to all advisor accounts
  • Usage reporting across all advisors
  • Administrative access option allows certain users to look across all accounts within an advisors firm, and control key report settings.
  • Optional compliance related reporting can be available

Special Features for Providers and TPAs

  • Supports creating reports for multiple advisors, including the ability to customize reports in the same login account for different advisors
  • FINRA approved reports available, or we can help you create customized reports and work with you through the FINRA approval process
  • Set assumptions on criteria or report sections that will apply to all future report production
  • Multiple wholesalers can access their own or one common shared account