Retirement and 529 Plans

RetireTool(K)it

RetireTool(k)it helps advisors with fund selection & monitoring, investment policy statements, plan proposal, plan enrollment kits, & monitoring reports.

FundPOINT® Retirement Data

FundPOINT is designed for retirement advisors to manage retirement mutual fund compliance needs, including fee disclosure, redemption fee waivers, eligibility, etc.

FundPOINT® for 529 Plans

Broadridge FundPOINT helps advisors grow 529 Plan assets while better serving their investor clients with an intuitive Web-based solution.


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Is Your Mutual Fund Data Right?

FundPOINT® delivers the most comprehensive and accurate mutual funds rules from the definitive source: the SEC’s EDGAR system. This provides the capability to extract, organize, and maintain information at the share class level into fund-specific “compliance envelopes” – linking key compliance data to the source documents filed on EDGAR.

Product Insight
FundPOINT® Suite

A Data and Desktop Solution that's accurate, comprehensive and EDGAR-sourced.

Product Insight
Prospectus Express

A “best-in-class” e-delivery compliance document fulfillment solution with daily EDGAR updates.

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