Investment & Account Evaluation Tools

Gather, grow, and protect investor assets with fiduciary software solutions that streamline and centralize due diligence, strengthen monitoring, and facilitate fiduciary best practices across your entire book of business.
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Grow your business with customizable tools built for the way you work

Access ready-made, normalized data
Get clean, standardized due diligence data that’s ready to use right away.
Outpace your competition
Put 25+ years of leadership in fiduciary software and technology on your side, elevating fiduciary consistency and confidence.
Eliminate internal build and upkeep
Maintain firm-wide plan data aggregation and custom scoring without staffing developers. Broadridge handles it for you.

Powerful and easy – a winning combination

Choose industry-leading, built-for-purpose fiduciary investment planning tools and simplify due diligence on mutual funds, ETFs, CITs, separate accounts, and annuities.

Your all-in-one solution

One comprehensive, web-based toolkit supplies everything needed for a prudent investment process, adding flexible due diligence controls and elegant reporting so you can win and retain more clients.

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Get rollovers right every time

Evaluate the merits of IRA and 401(k) options. Our user-friendly interface meets PTE 2020-02, Reg BI, and the IA fiduciary standard requirements as it facilitates rollover conversations with clients.

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Fill in any due diligence gaps

Evaluate and compare products that traditionally don’t lend themselves to objective scoring. Avoid challenges with limited or inconsistent data regarding stable value funds, DC-managed account programs, and retirement income products.

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Conduct service provider RFPs with ease

Objectively screen providers using a database of over 260 capabilities. Generate simple or extensive RFPs fast with custom questions, templates, attachments, and more.

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Set prices based on real-world insights

Access a unique database of retirement specialists’ fees and services. Produce on-demand reports for prospecting, and compare your own fees and services against plans ranging from $250K to $550M.

Best practices, built in

Win and retain more business with the leader in fiduciary software.

25+ years
leading the fiduciary movement
5
intuitive advisor solutions
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Dynamic Reports with Integrated Scoring

Deliver actionable portfolio insights through customizable reports that incorporate multiple investment scoring frameworks for objective evaluation and smarter fiduciary oversight.

Instant side-by-side proposals

Convert prospect statements into compelling offers. Compare up to four plans or portfolios by their investments, costs, quality, and underlying providers.

Seamless automation 

Streamline oversight and decision-making. Implement a scalable fiduciary investment process with automated recordkeeper and custodian data synchronization, configurable watch and replace rules, and webhook integrations for greater efficiency.

Secure document vault

Centralize fiduciary file management. Store and access plan documents with automated report integration, bulk upload and download for easy archiving and sharing, and advanced search tools.

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See our investment evaluation tools in action

Check out our schedule for all upcoming events, courses, webinars, and more.

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Insights & perspectives

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REPORT

Fi360 Fiduciary Score® Top Quartile Report

WHITEPAPER

Fiduciary Conduct and Your Reputation: What's Trust Worth as a Financial Advisor?
ARTICLE

Retirement and Wealth Management: A Powerful Convergence
HANDBOOK

Prudent Practices®

Frequently asked questions

Bundled pricing depends on your firm’s size, user type, features, and licensing. Contact us and we’ll tailor a package that fits your business goals.

Decision Optimizer helps advisors comply with PTE 2020‑02, Reg BI, and fiduciary documentation standards by organizing fees, client needs, and investment details in a unified workflow with required attestations.

Yes. The Fiduciary Focus Toolkit™ provides plan benchmarking, fee comparisons, and fiduciary scorecards — everything advisors need to maintain a consistent fiduciary process.

The Fiduciary Focus Toolkit™ is a next‑generation, cloud‑based update to the Fi360 Toolkit®, offering enhanced data integration, scalability, and a modern user experience for fiduciary professionals.

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