Company

Fiduciary Genius

Financial Services Laguna Hills, California, United States 6 employees

Employees: 6

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Fiduciary Genius Overview

Headquarters: Laguna Hills, California, United States
Website: fiduciarygenius.com
Industry: Financial Services
Employees: 6
Founded: 2022
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

retirement planing platform RIAs financial Advisors retirement plan report fiduciaries Annuities

About Fiduciary Genius

Real retirement planning for professionals. An automated step-by-step flow to compose a customized retirement plan report for your customer. Real financial math is made simple. All aspects of the retirement plans are covered. Loved by fiduciaries. Our software is so simple that fiduciaries can’t help but fall in love with it. One simple flow leads to one comprehensive report.