Fiduciary Decisions
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About
This app allows licensed users to track client meetings, preparation time, and travel hours for defined contribution plans. It integrates with benchmarking reports, providing a log of all work and meetings for each plan. Users can add notes and staff hours for comprehensive record-keeping.
What's New in Fiduciary Decisions
3.0.0
July 8, 2025
Minor UX/UI updates, configuration updates, and bug fixes: - Updated dependencies - Updated Login screen - Fixed date selection in planner - Fixed text positioning in Extras submission
MoreFAQ
What is Fiduciary Decisions?
Fiduciary Decisions & Insights (FDi) provides independent benchmarking services for the Defined Contribution space. The Meeting and Hours Tracker app is a mobile extension of their website's functionality.
Is Fiduciary Decisions free to use?
Yes, the Fiduciary Decisions Meeting and Hours Tracker app is available for free. However, it requires a valid login from a licensed Fiduciary Decisions & Insights user to function.
What devices does Fiduciary Decisions support?
Fiduciary Decisions is available on iPhone, iPad, and iPod devices. It requires Wi-Fi or cellular data to operate and does not support offline access.
How often is Fiduciary Decisions updated?
The app was last updated on July 8, 2025, indicating ongoing development and support. The current version is 3.0.0.
What kind of work can I track with Fiduciary Decisions?
You can track meeting, preparation, and follow-up hours, as well as travel time. The app allows you to categorize these activities to align with Value and Fee Benchmarking report categories.
Can I add notes to my tracked entries in Fiduciary Decisions?
Yes, you can add custom notes to each entry to provide additional context for your tracked work and meetings. This helps in detailed record-keeping for each client plan.
Does Fiduciary Decisions have ads?
No, Fiduciary Decisions does not contain advertisements. The app is ad-free, ensuring a focused user experience for tracking work and meeting hours.
How does Fiduciary Decisions integrate with benchmarking reports?
Entries logged in the Meeting and Hours Tracker app are automatically pulled into your current benchmarking report requests. Your last 12 months of entries will be integrated.
