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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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Bridging Financial Intermediaries and Advisors to GATHER and GROW Assets

Fi360’s leading-edge fiduciary technology and education solutions help drive operational efficiency and grow your business.

Broker-dealers, RIAs and recordkeepers partner with Broadridge Fi360 Solutions to offer fiduciary software and education solutions for their advisors, create and monitor approved investments, and implement technology-based oversight. With a firm grounding in fiduciary principles, Fi360 simplifies the implementation of a prudent process across your business by providing multi-layered protection from fiduciary breaches, supporting thoughtful portfolio construction, and delivering investment analysis at both the institutional and advisor levels.

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  • By earning the Accredited Investment Fiduciary® (AIF®) Designation, advisors signal to their clients and prospects that they will always put their best interests first with a fiduciary standard of care.
  • Combining Fi360’s Prudent Practices®, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ has prudent fiduciary processes built right in, so that advisors can spend more time focused on servicing their clients and building their business.
  • Our training, technology and analytics make implementing a prudent process for all clients easier at every step.
  • Our CEFEX certification enables advisory firms to demonstrate their adherence to a global fiduciary standard.
  • We make it easy to conform with all fiduciary requirements and deliver the standard of care your clients expect.

Independent and transparent. Fi360 is fiercely dedicated to your success.


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