About Broadridge

Additional Broadridge resources:

View our Contact Us page for additional information.


Bridging financial intermediaries and advisors to GATHER and GROW assets

Broadridge Fi360 Solutions’ 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, Broadridge Fi360 Solutions 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.

fi360 header

  • By earning the AIF® Designation, advisors signal to their clients and prospects that they will always put their best interests first.
  • Combining Broadridge Fi360 Solutions’ Prudent Practices®, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkitt™ 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 standard.
  • We make it easy to conform with all fiduciary requirements and deliver the standard of care your clients expect.

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


Contact Us

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.