Fiduciary.AI

Fiduciary.ai is your next generation fiduciary solution. Fiduciary.ai is the first application that allows you to manage your entire fiduciary process under one roof. The application combines fiduciary domain expertise with the power of artificial intelligence to help you execute a sound and documented fiduciary process around your investment portfolios.

With Fiduciary.ai:

You can manage your organization, committee, and team, and set up a fiduciary calendar
You can set up and organize meetings, prepare agendas and meeting packets, and conduct your meetings with the help of artificial intelligence
You can edit, finalize and approve draft meeting minutes that are automatically generated and available immediately after your meeting
And maintain an archive of your fiduciary documents

Fiduciary.ai seeks to automate and simplify all of the stages of your fiduciary administratie life, so you can focus more time on your committee and portfolio’s performance, results, and mission.

This mobile application is used in connection with Fiduciary.ai’s web based application.