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Powered by proprietary technology, Broadridge FundPOINT® suite provides data and workflows to enhance advisor productivity and ensure best interests. Simplify rollovers, perform suitability and compare portfolios with fee transparency and clarity.
Improve operational efficiency, increase accuracy and mitigate risk
Validate fund recommendations with a simple suitability tool
Compare 401(k) plans against IRA portfolios built from funds on your sell list
Compare asset allocation models clearly and easily
Automate fund alerts and simplify fund research