The Fiduciary Briefcase™ is a proprietary online portal designed to be your private filing system in the virtual world. Housing meeting summaries, compliance documents, newsletters and so much more―the Fiduciary Briefcase™ affords your committee any-time access to pertinent plan information, and readily prepares your plan for audit.
Online Protection. For Added Peace of Mind.
Advizrs recognizes that proper documentation is an important step in the fiduciary process. At the onset of each client relationship, we will create a username and password for you to access your own Fiduciary Briefcase via the Advizrs’ website. Serving as your personalized depository for plan documents and reports, Advizrs will post all deliverables to the site for secure, anytime-access.