Web-Hosted Fiduciary Compliance Tools

To assess fiduciary risk, FRA has developed a suite of web-hosted fiduciary compliance tools which meet or exceed industry best practices. For the individual or institution licensed to use one or all of the applications available under the patent-pending FRA Master Diagnostic suite, a fiduciary can rest assured that he will be able to efficiently:

  • Evaluate current practices;
  • Validate existing processes;
  • Identify areas of fiduciary risk and/or breaches;
  • Recommend corrective action to reduce risk, resolve potential breaches and mitigate litigation risk;
  • Disclose the necessary information and required information to achieve compliance; and
  • Monitor ongoing compliance efforts

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