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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. 

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.

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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