publisher
category
price
Freestore
Reviews
5 (1)
United States
Description
Fiduciary Decisions & Insights (FDi) is the industry leader for independent, comprehensive, informative and cost-effective benchmarking services for the Defined Contribution space. FDi’s Meeting and Hours Tracker is a mobile app version of all of the great functionality that you value from the Fiduciary Decision's website including: - Ability to select your clients from your plan list - Drop downs to select from work and meeting types that align with the categories from the Value and Fee Benchmarking report - Tracking of meeting, prep & follow-up and travel hours - Ability to add additional staff hours - Custom notes for each entry - Log to view all work and meetings for a plan - Meeting & Hours Tracker is integrated with the Value and Fee Benchmarking Report so your last 12 months entries will automatically be pulled into your current benchmarking report requests This app is only available to licensed Fiduciary Decisions & Insights users with valid login credentials and requires Wi-Fi or cellular data to function (no offline access). Please contact us with any support needs or feedback suggestions via phone at 866-516-4909, via email at [email protected] or visit us at www.fiduciarydecisions.com
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About
Bundle Id
com.fiduciarybenchmarks.trackerMin Os. Version
12.0Release Date
Thu, Aug 16, 2018Update Date
Fri, Feb 11, 2022Content Rating
4+Has IMessage
NoSupport Watch
NoSupport Siri
NoFile Size
60.96MBHas Game Center
NoFamily Sharing
NoSupport Passbook
NoSupported Languages
EnglishSupport
What's New
version
2.0.0updated
2 years ago- Support for multiple tags has been added in Todos - Hours entry interface has been re-done - Fixed hours entry issue
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