FiduciaryRx
Plan-sponsor deliverable and fiduciary scoring software for 401(k) and 403(b) advisors, from FiduciaryWorks
Towson, MD, USFounded 2021fiduciaryworks.comNot yet confirmed by the company
What it does
FiduciaryRx is FiduciaryWorks' software for retirement plan advisors who serve 401(k) and 403(b) plan sponsors. It is sold to advisory practices that want a standard way to evaluate a plan's governance and present findings to committees and prospects.
The platform produces a Fiduciary Wellness score for a plan, tracks it over time and generates branded recommendations and client deliverables, which FiduciaryWorks now describes as AI-assisted. It sits alongside the company's other advisor products: FeeMetriks for DOL rollover (PTE 2020-02) analysis and documentation using Form 5500 fee data, and Fiduciary U, a committee-training and education program.
FiduciaryWorks (FeeMetriks, LLC) was launched in 2021 by Josh Itzoe, a former partner at Greenspring Advisors, and lists an address in Towson, Maryland. FiduciaryRx launched in March 2022; at launch it was sold as part of an annual advisor membership.
Best for
- Serves
- RIAs, Broker-dealers, Retirement plans
Features
- Fiduciary Wellness plan scoring
- Branded plan-sponsor deliverables
- Recommendations to improve plan governance
- Score tracking over time
- Committee fiduciary training (Fiduciary U)
- DOL rollover analysis and documentation (FeeMetriks)
Pricing and deployment
- Deployment
- Cloud
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