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About Broadridge

Fi360 Data and Analytics

Inform decisions, benchmark fees, rank versus peers with the Fi360 Fiduciary Score—and more.

The Right Tools to Inform Your Decisions—and Your Clients

Brought to you by Fi360, the originator of the Accredited Investment Fiduciary® (AIF®) Designation, each data and analytics solution is rooted in fiduciary best practices.  

The Leader in Fiduciary Data and Analytics

Each solution is carefully designed to inform and illustrate fiduciary prudence—and ease compliance.

See the difference

Efficient tools for comparing investments and illustrating fiduciary prudence.

Data Aggregation and Business Intelligence Tools – Get clear insight into advisors’ operations with the tools that provide actionable data.


Rollover Decision Optimizer – This fully customizable solution features an interactive interface that makes it easy for advisors to discuss and visually evaluate the merits of rolling over to an IRA vs. staying within a 401k plan.


Stable Value Vision - Understand and evaluate stable value funds utilizing the largest stable value database available for advisor use.

Fee BenchmarkerTM - Access a database of retirement specialist advisors’ fees and services.  Generate plan-sponsor-ready reports and on-demand reports for prospecting existing client fiduciary files.


Fi360 ScoreTM License – Run a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. This score is calculated monthly for investments with at least a three-year history.

See how easy it is to streamline engagement with the right digital tools.

See how easy it is to streamline engagement with the right digital tools.

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