FAQs

FDI has left openings within the Dashboard for integrations with a number of tools including CRMs, investment analytics and more. FDI will integrate with client’s service providers using FDI’s APIs, where applicable and where reasonable.

The Business Management Dashboard offers many of the features of a typical CRM but is not technically a CRM. It was however designed specifically for retirement plan advisors and we feel that we targeted many of the features most important to our clients. In addition, some features that your typical CRM would require a programmer or consultant to set-up like workflows are easy to configure yourself in the Dashboard.

FDI’s goal is to load all your data using data aggregation. Data aggregation is essentially a direct connection with your recordkeepers which is the easiest and most accurate way to get data. In the event that we are unable to obtain data aggregation from your recordkeeper, we will obtain data via periodic benchmarking requests. Data aggregation control, processes and protocols for your data is all located on the Data Status screen within the dashboard.

FDI’s Business Management Dashboard brings all your DC plan data into one place and wraps it in efficiency driving workflows. In addition, it includes FDI’s industry leading benchmarking as well as other tools like To-Do’s, a sales funnel, watchlist tracking and more… Essentially, it will make you more efficient, repeatable and scalable which should translate to increased profitability!