Fiduciary Intelligence
The RFP and provider communication engine is coming soon and is not yet available in the platform. You will be able to draft recordkeeper and TPA RFPs with AI assistance, invite providers to respond through a private portal, and evaluate their proposals in one workflow.
Features
You will be able to draft recordkeeper and TPA RFPs with AI assistance and reusable templates.
You will be able to invite providers through a private portal link and collect their responses in one place.
Planned section-by-section scoring will help you review provider proposals against the same criteria.
How you use it
You will start from a recordkeeper or TPA template and draft the request with AI assistance.
Providers will receive a private portal link to submit their responses without creating an account.
You will be able to compare and score responses section by section.
Details
RFP engine — coming soon
The planned RFP builder will bring recordkeeper and TPA requests into one workflow, from the initial draft through proposal evaluation.
- Planned recordkeeper and TPA templates
- AI-assisted RFP drafting
- Section-by-section response scoring
Provider communication engine — coming soon
You will be able to invite providers through a private portal and collect their responses alongside the RFP, so the request and the replies stay together.
- Private provider portal links
- Respondents will not need an account
- Provider responses collected in one workflow
In practice
You will be able to prepare an RFP, invite recordkeepers, and compare their responses against the same criteria.
You will be able to use a TPA template to collect and evaluate provider proposals.
You will be able to keep the request and provider responses together through the private portal.
FAQ
Not yet. The RFP and provider communication engine is coming soon. The features described here are planned.
Recordkeeper and TPA RFP templates, AI-assisted drafting, a private provider portal, and section-by-section scoring are planned.
The planned provider portal will let respondents submit through a private link without creating an account.
Fee comparisons are part of the Prospecting Engine, where you can compare reported fees from Form 5500 filings against peers and model current and proposed fees.
Six modules share one plan record.
Fiduciary Intelligence works alone. Add other modules and they share its plan data, audit trail, and access controls.
Apply for early access.
We're onboarding advisory firms now. Apply and we'll reach out, usually within one business day.