White-label the full MyFidu™ platform — 30+ years of proprietary methodology, 70+ hours of structured education, and precision A.I. calculators — all under your brand. Your clients stay engaged between meetings. Opportunities surface automatically. You stay at the center of every relationship.
For years, many advisors built their businesses around portfolio management and assets under management.
That model is evolving.
Clients increasingly expect advice that goes beyond investments. They want help with retirement income, taxes, Social Security, real estate, debt, insurance, legacy planning, and major financial decisions.
MyFidu™ helps advisors meet that demand. It gives professionals a platform to deliver deeper planning, clearer recommendations, and more valuable client experiences.
The future advisor is not just a portfolio manager.
The future advisor is a financial decision strategist.
Compliance requirements, appointment-based delivery, and operational demands all compete for the same limited hours. By the time you have handled the operational side, there is barely time left for the deep planning that demonstrates your true value.
Between prospecting, compliance, and admin, you have maybe 20% of your day for actual planning. Your clients deserve more — but the math does not work.
Quarterly meetings are not enough. Clients forget, disengage, and start listening to the noise. You need something that keeps them connected to their plan — and to you.
Robo-advisors and A.I. tools are telling your clients they do not need you. They are wrong — but you need to prove it with depth, not just promises.
Everything your clients need to stay engaged, informed, and connected to their plan — delivered under your name.
Your brand, your name, your relationship. Clients see you — MyFidu™ powers the intelligence behind the scenes.
When a client's planning surfaces a licensed-guidance moment — Roth conversion, annuity suitability, distribution change — you get notified automatically. Opportunities come to you.
Social Security optimization, distribution sequencing, Destination Trax™ modeling, GIB, pension max, Roth conversion — all available to your clients from day one.
Trained on 70+ hours of proprietary education, books, and 100+ structured presentations from a top-1% former fiduciary. Not generic A.I. — purpose-built financial intelligence.
See where every client stands at a glance. Identify opportunities. Prioritize outreach. Know who is engaged and who needs attention.
One flat fee. No per-client charges. No usage caps. Scale your practice without scaling your costs.
70+ hours of bite-sized financial education your clients can access on demand — or the A.I. delivers contextually during planning conversations.
Every client gets a comprehensive plan report and summary presentation — generated automatically. You review, refine, and deliver.
Direct access to the MyFidu™ team for onboarding, technical questions, and practice integration. You are never alone.
MyFidu™ is your planning engine. Your clients engage with it. You guide the experience. What used to take 6 weeks of manual data gathering and analysis now takes days — and the analysis is deeper.
Client completes the Retirement Checkup, then has a guided conversation with the A.I. to fill in the gaps (uploading statements, detailing budgets). No more manual fact-finders.
Client meets with you to review their optimized plan. They see the value you bring through structural efficiency, not just market returns.
Between meetings, the client can ask the A.I. questions about their plan, explore scenarios, and receive curated updates. They always know you are in control.
You get notified when intake is complete. You review the A.I.-generated analysis, override recommendations if needed (with journaling), and approve the final plan.
You spend your time presenting the plan and implementing the strategies (FIA applications, Roth conversions, etc.) — not building spreadsheets.
You have full visibility into the client's A.I. chat journal. When a client asks about long-term care or an inheritance, you get an alert to step in and write new business.
Without MyFidu: 80% Analysis, 20% Relationships.
With MyFidu: 80% Relationships, 20% Reviewing A.I. Output.
Your clients are not interacting with generic A.I. that read the internet. They are engaging with a purpose-built intelligence trained on decades of real-world methodology from a top-1% former fiduciary.
Your time is your most expensive asset. Here is what comprehensive planning actually costs you in hours — and what MyFidu™ gives back.
| Task | Hours/Client (Manual) | Annual (50 Clients) | With MyFidu™ |
|---|---|---|---|
| Comprehensive plan build | 8–12 hrs | 400–600 hrs | Automated |
| Scenario iterations (SSI, Roth, DX) | 3–5 hrs | 150–250 hrs | Client self-serve |
| Client education between meetings | 2–4 hrs | 100–200 hrs | A.I. handles 24/7 |
| Report generation | 2–3 hrs | 100–150 hrs | Auto-generated |
| Ongoing monitoring / re-optimization | 1–2 hrs/qtr | 200–400 hrs | Continuous + alerts |
| TOTAL | 950–1,600 hrs/yr | ~80% reduced |
At $150/hr effective rate, 950+ hours saved = $142K+ in time value vs. $3,564/yr cost
Serve 100–150 clients at the depth you currently give 50
Flat $297/mo regardless of client count. Every new client improves your unit economics.
When the engine identifies a DX or GIB fit, that is direct production revenue for you
Compare to alternatives: RightCapital charges $200–$300/mo for planning software alone — no A.I., no white-label education, no trade alerts, no opportunity surfacing. eMoney is $400+/mo. Neither generates revenue opportunities the way MyFidu™ does.
No setup fees. No contracts. No per-client charges.
Former top-quintile Merrill Lynch advisor. Top 1% financial advisor in the U.S. by revenue. Practicing fiduciary for over a decade before selling his Registered Investment Advisory firm in 2015 to build this platform full-time.
Author of Right Where They Want You, The Unrivaled Advisor, and co-author of Asset Protection and Wealth Preservation. Featured on FOX, CBS, and NBC News. 30+ years of real-world financial practice distilled into the intelligence that powers your clients' experience.
Your clients see your brand name, your logo, and your contact information throughout the platform. MyFidu™ powers the intelligence behind the scenes — but the client relationship is entirely yours.
You receive an automatic alert — via email or dashboard notification — describing what the platform identified (e.g., "Client Chen is a strong candidate for Roth conversion based on current tax bracket and projected growth"). You then decide how to act on it.
Not at all. The A.I. interface is conversational — clients interact with it the way they would talk to a knowledgeable colleague. No financial jargon required. The education library (70+ hours of bite-sized content) fills knowledge gaps in real time.
Yes. You can configure which calculators, frameworks, and education modules are available to each client based on their situation and your practice model.
No. The $297/mo fee covers unlimited client accounts. Whether you have 10 clients or 1,000, the price stays the same.
The platform is designed with clear boundaries. When a question requires licensed guidance, specific product recommendations, or compliance-sensitive advice, the A.I. escalates to you rather than attempting an answer. It protects you and your client.
Most advisor tools are CRMs, portfolio trackers, or generic financial planning software. MyFidu™ is a client-facing intelligence platform that keeps your clients engaged between meetings, educates them, runs precision calculations, and surfaces opportunities to you automatically. It is not a back-office tool — it is a front-office differentiator.
Independent advisors, RIAs, insurance professionals, and financial planners who want to offer deeper planning without hiring more staff. If you believe comprehensive planning is your competitive advantage — this amplifies it.
No setup fees. No contracts. Month-to-month. Cancel anytime. We believe the platform earns its place every single month.
Contact us for a live demo. We will walk you through the platform, show you the client experience, and answer every question before you decide.
Give your clients a platform no other practice can offer. Keep them engaged. Surface opportunities automatically. Prove your value every single day.
Coming soon: Premium territory options with geo-targeted client matching. Contact us to learn more.