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NEW YORK, Nov. 4, 2019 – Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, has completed its previously announced acquisition of Fi360, Inc., a leading provider of fiduciary-focused software, data and analytics for financial advisors and intermediaries across the retirement and wealth ecosystem. The enhanced capabilities will enable Broadridge to support wealth and retirement advisors as they provide a fiduciary standard of care as compliance requirements evolve, such as the SEC’s Regulation Best Interest. Expanded data and analytics will also further strengthen Broadridge’s ability to help asset managers gain greater insight into the retirement market.
Fi360 provides fiduciary education, training and technology, including the Accredited Investment Fiduciary® (AIF®) Designation, a leading fiduciary designation held by over 11,000 advisors. Fi360’s technology enables broker-dealers to automate compliance procedures and identify at-risk assets, and helps investment professionals document investment processes and evaluate products.
About Broadridge Fi360 Solutions
Broadridge Fi360 Solutions provides fiduciary education, training and technology to help financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Broadridge Fi360 Solutions is the home of the Accredited Investment Fiduciary® (AIF®) Designation, the Fiduciary Focus Toolkit™, CEFEX and the Fi360 Fiduciary Score®. Fi360 was acquired by Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and part of the S&P 500® Index, in 2019. Learn more at www.Fi360.com.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
For more information about us, please visit www.broadridge.com.
To contact media relations, please email us at mediarelations@broadridge.com.
