Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Fi360 Software and Technology

Get the efficient fiduciary solutions that strengthen client relationships and win more business.

Fiduciary Prudent Practices Built In

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

The Leader in Fiduciary Software for 20+ Years

Fi360 released its first fiduciary software in 2000 and has continually expanded and updated its software portfolio to address regulatory requirements and fiduciary needs of advisors, asset managers and institutions.

Fiduciary Solutions for Advisors, Asset Managers and Institutions

A selection of software for your various needs.

Fiduciary Focus ToolkitTM- A web-based software solution combining Fi360’s Prudent Practices, flexible advisor controls and elegant reporting.

 

FirmPlus - Designed for retirement plan advisors and specialists, this software features include investment monitoring and analysis, fee analysis, lineup comparison and an advisor dashboard.

 

RFP DirectorTM - Built to work the way advisors do, RFP Director digitalizes the process of requesting and analyzing bids from retirement plan service providers. 

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.

Contact Us