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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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