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Wealth Utilities

FeeMetri(k)s

Simplify rollover compliance. Protect your firm.

"FeeMetri(k)s is a software solution designed to streamline and document rollover compliance processes for Registered Investment Advisors. It provides tools to analyze and compare existing retirement plans, ensuring advisors meet regulatory requirements and act in their clients' best interests when recommending rollovers. Firms use FeeMetri(k)s to mitigate risk and demonstrate adherence to fiduciary standards."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #84 in Wealth Utilities
Validated Adoption
181 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Rollover recommendation documentation
Fee benchmarking and analysis
Compliance reporting
Conflict of interest disclosure
ERISA and DOL compliance support

Primary Use Cases

Documenting and justifying rollover recommendations
Meeting fiduciary duties related to rollovers
Generating reports for compliance audits

Agentic Intelligence Briefing

"FeeMetri(k)s helps RIAs navigate and document compliant rollover recommendations, reducing regulatory risk."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines rollover compliance operations
Helps advisors demonstrate value to clients
Potential for increased efficiency and reduced risk

Adoption Hazards

Limited information available on specific features
Adoption reliant on regulatory changes and interpretations
Unknown pricing model hinders comprehensive assessment

Stack Compatibility Profile

How FeeMetri(k)s integrates into institutional RIA stacks.

181 Firms Analyzed
Nitrogen Wealth
73%
Stack Correlation
Riskalyze Online
72%
Stack Correlation
NDEX
61%
Stack Correlation
ROL
60%
Stack Correlation
Elements Financial Planning
54%
Stack Correlation
Advisor Websites (Responsive)
42%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs subject to ERISA fiduciary standards
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1RIA in a Box MyRIACompliance
2Compliance departments at larger broker-dealers

Value Proposition

"FeeMetri(k)s offers a targeted solution for RIAs seeking to navigate the complexities of rollover compliance and demonstrate clear value to clients."

Audit Your RIA Stack

See how FeeMetri(k)s fits into your overall tech efficiency score.

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