How much does Broadridge fiduciary software cost and what bundles are available?

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.

How does Decision Optimizer simplify fiduciary compliance?

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.

Does the Fiduciary Focus Toolkit™ include benchmarking tools?

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

What’s new about the Fiduciary Focus Toolkit™ compared to Fi360’s classic version?

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.

Retirement Product Evaluator

Research, evaluate, and compare different retirement plan products with a single, flexible platform that lets advisory firms and individual advisors alike, streamline the due diligence process when evaluating retirement products and crafting customized plan recommendations.

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One evaluation tool for all retirement products

Research products side by side

Compare a wide range of products using hard to find data within a standardized due diligence framework
Evaluate products against advisor and plan requirements to identify those that meet defined criteria

Score to select the right product

Apply weighted scoring to determine which product best aligns with the objectives of the plan
Generate documentation for the rationale behind your recommendations

Monitor products over time

Track products to support a consistent, fiduciary monitoring process
Capture data that is fragmented or hard to obtain from manufacturers

A flexible platform, configurable to your firm’s unique needs

Retirement Product Evaluator is flexible, offering a single platform and user experience across modules.

Assess available target date series across 50+ data points, such as expenses, investment philosophy, and glidepath. This independent database is sourced directly from target date series managers, to help you evaluate multiple series side-by-side and eliminate manual collection of target date series data.

Evaluate stable value products across 80+ data points, including crediting rates, expenses, sector allocation, duration, and more. Data is collected from fund manufacturers, covering CITs, general accounts, and separate accounts, as well as 90+ funds and 325+ share classes.

Review in-plan retirement income products across 60+ factors, such as product type, income guarantee, accessibility, longevity protection, portability, fee structure, and more. Data is collected in partnership with CANNEX and includes guaranteed lifetime withdrawal benefit (GLWB) and guaranteed minimum withdrawal benefit (GMWB) from 15+ manufacturers.

Compare managed account programs on 60+ factors, including investments, advice and wellness, plan-level reporting, participant level data, fees, and more. Data is collected directly from some of the largest and most well-known providers in the industry.

Save time and standardize your due diligence process

Customized Evaluations

Use any combination of data points to research and evaluate products based on what is important to the plan.

Independent Analysis

Maintain objectivity with data sourced from unbiased, third party databases, maintained by Broadridge

Defensible Documentation

Generate client-ready reports that clearly present the research and rationale behind your recommendations.

Insights & Perspectives

Webinar

Target Date Fund Series Module Overview

Webinar

Solve Your Stable Value Needs with Broadridge

Webinar

Streamline Your Due Diligence Process for In-Plan Retirement Income and Stable Value Products

Webinar

Elevate Your Due Diligence for DC Managed Account Programs

Frequently asked questions

Yes. Retirement Product Evaluator is modular while offering a shared framework and user experience across modules. Advisors can purchase only the modules they need, while enterprises can bundle modules to provide their advisors with access to product data that meets their needs.

Regardless of which modules you buy, you will benefit from being able to learn one tool and apply it to multiple product categories instead of juggling multiple platforms.

Retirement Product Evaluator is focused on deep, product-level comparisons of target date series, stable value funds, retirement income products, and managed account programs. It is designed to help advisors and firms enhance due diligence efficiency and fiduciary support with ready access to unbiased data.

Other fiduciary tools address broader plan-level governance, investment policy support, and monitoring, but do not offer the modular product-level research capabilities of Retirement Product Evaluator.

Broadridge collects data gathered directly from product manufacturers and complements it with information from specialized third-party partners (like CANNEX) to build the database for Retirement Product Evaluator. The data is regularly updated and reviewed to provide users access to timely and unbiased data across all four product types.

Coverage includes 90+ stable value funds and 325+ share classes, 15+ retirement income product manufacturers, an expanding set of managed account programs, and multiple target date series sourced directly from fund managers.

Data is updated on a regular schedule, with frequency calibrated to each product type and data source.

Your Broadridge representative can provide you additional information about the tool and current coverage details, as well as help you evaluate which modules or other Broadridge fiduciary tools may be suitable for your needs.