Fiduciary Shield
Curated by SignalRetirement investment platform assisting employers in managing retirement plans.
Overview
Fiduciary Shield operates in the retirement investment platforms segment, offering tools for wealth managers to develop retirement strategies for clients. The platform manages retirement portfolios, including IRAs and 401(k)s, and includes features such as automated rebalancing, tax optimization, and risk assessment. It utilizes advanced analytics for personalized retirement planning based on individual financial goals and market conditions. The platform provides secure client interfaces for tracking retirement savings and making investment adjustments. Additionally, Fiduciary Shield targets employers by assisting in the management of retirement plans, ensuring compliance with fiduciary obligations, and addressing ERISA litigation risks.
Key facts
- Founded
- 2011
- Headquarters
- Biloxi, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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