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A headache-free eRFP for fiduciaries is here!

Date
14 . Jan . 14

A headache-free eRFP for fiduciaries is here!

Fiduciaries need a better way to find and evaluate service providers, especially investment advisors. Brand new technology will allow investment committees and boards to conduct an electronic RFP (request for proposal) to help satisfy ongoing due diligence requirements & hiring needs better than the current process which is manual, time consuming and complicated. Click to watch a 2 minutes video or contact us directly to schedule a demo. We encourage you to ask about the headache-free, RFP guarantee for retirement plans and foundations

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