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| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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Grow and protect investors’ assets with a fiduciary standard of care when you utilize tools from Fi360, a Broadridge Company.
Solutions including the Fiduciary Focus ToolkitTM will ease the prudent administration and documentation of your investment process.
From RFPs to benchmarking, investment monitoring to fiduciary decision making, we simplify processes for financial advisors, intermediaries and enterprises.
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.
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.
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.
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.
Automate and optimize trust and custody services from an experienced, independent custodian.
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Reduce errors and improve efficiencies with automated fund trading.
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Gain the knowledge of prudent practices required to serve clients efficiently and grow your business.
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Inform decisions, benchmark fees, rank vs. peers with the Fi360 Fiduciary Score—and more.
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Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |