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Fiduciary Benchmarks for iOS

Developer's Description

Fiduciary Benchmarks (FBi) is the industry leader for independent, comprehensive, informative and cost-effective benchmarking services for the Defined Contribution space.

FBis Meeting and Hours Tracker is a mobile app version of all of the great functionality that you value from the Fiduciary Benchmarks website including:

- Ability to select your clients from your plan list

- Drop downs to select from work and meeting types that align with the categories from the Value and Fee Benchmarking report

- Tracking of meeting, prep & follow-up and travel hours

- Ability to add additional staff hours

- Custom notes for each entry

- Log to view all work and meetings for a plan

- Meeting & Hours Tracker is integrated with the Value and Fee Benchmarking Report so your last 12 months entries will automatically be pulled into your current benchmarking report requests

This app is only available to licensed Fiduciary Benchmarks users with valid login credentials and requires Wi-Fi or cellular data to function (no offline access).

Please contact us with any support needs or feedback suggestions via phone at 866-516-4909, via email at service@fiduciarybenchmarks.com or visit us at www.fiduciarybenchmarks.com

Full Specifications

What's new in version 1.1.2

General

Release August 29, 2020
Date Added August 29, 2020
Version 1.1.2

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

Total Downloads 0
Downloads Last Week 0
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