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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.
Elevate Fiduciary Standards for Every Advisor
Data-driven investor disclosure, updated daily
Improve operational efficiency, increase accuracy and mitigate risk
Suitability analysis for funds or share classes
Validate fund recommendations with a simple suitability tool
Simplified rollover reviews across portfolios
Compare 401(k) plans against IRA portfolios built from funds on your sell list
Streamlined approach for portfolio comparisons
Compare asset allocation models clearly and easily
Get current and historical fund information
Automate fund alerts and simplify fund research
FundPOINT Fiduciary Solutions