Fiduciary Decisions - DCIO Solutions

DCIO teams operate in one of the most competitive arenas in financial services

Challenges include: limited shelf space, crowded categories, intense pressure to differentiate, and advisors who need simple, defensible tools to validate fund selection.

The new suite is designed around those realities, giving wholesalers a third-party, conflict-free way to drive product placement, defend existing positions, and add measurable value to every advisor and consultant relationship.

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Three Solution Propositions for DCIO Teams

The suite is organized around three commercial outcomes wholesalers care about most:

1. Manage your book of business — use data and analytics to monitor placements, identify at-risk positions, and prioritize outreach
2. Help clients assess fees in light of your QSVE — give advisors and consultants the context to defend reasonable fees against the qualified service provider's value equation, not on price alone
3. Land new clients — equip wholesalers and the advisors they support with credible, third-party benchmarking that opens doors and shortens sales cycles

YOUR SOLUTION

A Continuum of Reports, Not a Single Deliverable

Rather than a one-size-fits-all output, the suite delivers a continuum of reports matched to where the wholesaler is in the sales cycle and what the advisor or consultant needs in the moment

Investment Profile

What You Get

A clear educational view of an individual fund, ideal for early advisor conversations.

Key Characteristics

Investment line-up characteristics by market segment
Create on-demand report with limited data
Broad education piece covering menu construction for similar plans

Investment Check

What You Get

A total-lineup analysis that surfaces opportunities across an entire menu.

Key Characteristics

Plan specific investment line-up comparing performance and fees
Load existing plan's line-up
Compare a total line-up analysis for your Advisors

Investment Comparison

What You Get

A head-to-head fund comparisons for placement and replacement discussions.

Key Characteristics

One fund compared to up to 2 other funds - by market segment, excess fees and performance
Load individual funds for comparison
Compare your fund(s) vs. two competitors funds for your Advisors

TDF Comparison (Coming soon)

What You Get

A purpose-built target-date fund analysis reflecting how TDFs are actually evaluated.

Key Characteristics

Target date sleeve compared to up to 2 other target data sleeves bt market segment - excess fees and performance
Load target data funds
Compare your TDFs vs two competitor's TDF's

Investment List

What You Get

Expense and performance views structured for prospecting and book management

Investment Expense by Market Segment

What You Get

A benchmark group segmented analysis that puts fees in the right peer context