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FiduciaryVest to Use InHub RFP Technology

The enterprise license will allow the consulting firm to streamline the RFP process.

By Rebecca Moore editors@plansponsor.com | May 08, 2017

Consulting firm FiduciaryVest has licensed InHub’s eRFP technology

The enterprise license will allow the consulting firm to streamline the process, increasing capacity to take on more search projects while still providing a highly-customized and comprehensive evaluation process for their clients.

FiduciaryVest advises on approximately $16 billion in institutional assets including retirement plans, health and hospital systems, and foundations/endowments. The firm intends to use the eRFP tool to circulate and collect:

  • Request for Proposals (RFPs) for recordkeepers/custodians/trustees, actuarial services and investment managers, and
  • Due Diligence Questionnaires (DDQ) on firm utilized and recommended vendors and managers.

Both qualitative and quantitative RFP/DDQ responses will populate a proprietary, in-house digital database delivering more accessible and actionable data to the firm’s consultants and analysts.

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