FIAB works with forward thinking brokers, advisors, CPAs, auditors and others to support their clients in meeting their fiduciary duties in the following ways.

Increase Integrity

Help your clients to meet their fiduciary duties, and increase credibility across the board

Build Trust & Loyalty

Support your clients in awareness and compliance with new regulations

Monitor & Support

Receive admin access to your client accounts to monitor & support their progress

Manage All Documents

Easily add, edit, and review appropriate documents in your clients’ fiduciary files

Discounted Pricing

Access discounted, bulk-pricing perfectly customized to your needs and client structure

Drive Revenue

The perfect opportunity to provide a “value add” service, or to drive additional revenue

Ready to Get Started?

Contact us below and, after gathering some key information, we’ll work with you to build the perfect plan for you and your clients.

Contact sales via online form:

Fiduciary In A Box is currently in a closed beta and will launch soon! Sign up below to get notified when we launch:

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