Data & Analytics Solutions

Spot revenue opportunities, identify at-risk investments, and modernize how you score, evaluate, and communicate about investment due diligence. We put actionable, objective compliance and investment insights right at your fingertips.
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Transform data into results  

Unlock hidden value
Target every valuable opportunity and remove biases to give clients peace of mind.
Demonstrate prudent practices
Show how choices rank against peers with an objective, transparent rating system.
Tap into the raw data behind our analysis
Evaluate investment options and inform custom internal and client-facing reports.

Step up to a new standard for retirement-plan monitoring and data analytics

Increase quality and reduce frustration. Leverage the one enterprise-grade platform that adds transparency and accountability while helping you optimize your data and workflows.

Achieve a new standard for monitoring and analytics

Gain near-real-time data, automated investment monitoring, seamless data distribution — and the support of skilled, dedicated ops and service teams.

Add efficiency. Reduce liability.

Improve decision-making. Strengthen risk management. Work smarter, not harder. Powerful tools uncover the intelligence you need to accelerate retirement-plan business growth.

Streamline delivery for stronger partnerships 

Automate and standardize the delivery of actionable advisor-utilization and market-share data packs that give your DCIO and recordkeeper partners timely, accurate insights.

Match your scoring to your needs

Select from multiple scoring methodologies and various reporting styles.  Configurable scoring methods deliver transparent, defensible insights that support fiduciary accountability.

Utilize ready-made due diligence data

Leverage our proprietary, off-the-shelf scoring solution to assess open-ended mutual funds, ETFs, collective investment trust funds, and group retirement annuities — with compliant documentation of rationale and ratings for clients.

Gain smarter insights into plan performance

Get real-time, anonymized data from thousands of retirement plans plus transparent, data-driven comparisons to help you benchmark and evaluate plan competitiveness, support fiduciary oversight, and strengthen client reporting.

Consistent. Trusted. Transparent.  

Objective ratings enable smarter plans and demonstration of prudent practices.

450K+
investments included
$1.7T+
assets
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Automated data delivery 

Connect securely to recordkeepers for timely, accurate data feeds with daily reconciliation. Standardized data ensures reliability across your ecosystem, reducing manual processes and improving plan monitoring.

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Dashboards & alerts

Identify new plans, dropped plans, flows, and asset growth, all from a single dashboard.

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Flexible data access and exports

Gain insight from rolling historical reports and monthly data warehouses. Track plan performance and participant activity over time to identify long-term trends and opportunities. 

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Peer percentile rankings

Rankings for mutual funds, ETFs, CITs, and retirement plans highlight investments worth considering. Research shows that, on average, top quartile Fi360 fiduciary scores lead to higher returns, reduced risk, and more consistency.

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See our data analytics solutions in action

Check out our schedule for all upcoming events and appearances.

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Insights & perspectives

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REPORT

Download the latest Fi360 Fiduciary Score® Top Quartile Report

ARTICLE

Retirement and Wealth Management: A Powerful Convergence  
WHITEPAPER

Fiduciary Conduct and Your Reputation whitepaper
HANDBOOK

Prudent Practices

Frequently asked questions

Yes. Broadridge’s integrated tools allow you to build compliant IPS and proposal documents that clearly define investment goals and fiduciary processes in one system.

Yes. Broadridge integrates with Matrix Trust Company and other custodians, enabling smooth data connections and efficient workflows.

Yes. Broadridge offers APIs and custom data streams so you can embed fiduciary scores, benchmarking, and analytics into your firm’s internal systems and workflows.

Yes. You can download sample IPS, benchmarking, and fiduciary monitoring reports before subscribing to preview client deliverables.

Related solutions

Investment & Account Evaluation Tools

Fiduciary Training & Certification

See all fiduciary governance solutions
Speak with an expert

Discover how you can streamline monitoring, scoring, and due diligence.
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