Decision Support Systems for the Retirement Industry
We leverage our data—the broadest, deepest and most accurate in the industry—to deliver clear, relevant information that helps you and your clients make fact-based decisions to improve retirement outcomes.
Who We Are
Our goal is simple: to build decision support systems that help Service Providers and their clients make informed decisions that drive better results for them, their Plan Sponsors and their Participants.
- Data: the industry’s most comprehensive and trusted data source to power your decision making.
- Tools: user friendly interfaces that drive method and process whose end product is easy to deliver client reporting.
- Insights: the intersection of data and tools where informed decisions are made that benefit your business and your clients.
From plans to IRAs. From practice management to compliance. From plan design to pricing strategy. FDI offers a broad range of solutions to improve your business.
Business Management Dashboard
A next level practice management solution that takes all of your plan data and tools, wrapped in efficiency driving workflows, customizable management reporting and the ability to work on any mobile device.
A best interest solution that will help you comply with standard of care best practices and produce a client-friendly report that documents your best interest IRA rollover recommendation.
Retirement Outcomes Evaluator
A dynamic plan design analyzer that intelligently shows how different plan design alternatives can improve retirement outcomes.
FDI serves a variety of clients with data, tools and insights that benefit their business as well as their clients.
FDI’s solution suite helps recordkeepers efficiently evaluate and manage their business for the benefit of their plan sponsors and participants.
The Business Management Dashboard consolidates your plan data, provides efficient workflows, management reporting and oversight.
Monthly opinions and insights from FDI's thoughtful and experienced Executive Team.