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It takes the right tools and resources to stay ahead in this digital-first world. Take a look at the range of cutting-edge solutions designed to ensure you can excel.
Get everything you need to stand out, attract new clients and expand relationships, without adding to your workload.
Signal to both clients and prospects that their best interests will always come first. Training for and earning the Accredited Investment Fiduciary® (AIF®) Designation is an opportunity to grow your career and your business.
By earning the AIF® Designation you will:
Implement a fiduciary level of care across your entire book of business. Broadridge Fi360 Solutions offers a suite of web-based software solutions with built-in best practices that provide the analytical, management, and reporting features you need to administer and document a prudent investment process.
Investors want to hear more from their advisor. Meet the demand with branded, engaging content. Tap into the world’s largest content library for financial professionals, home to articles, market reviews, videos and more – deliverable via social media and email, and available for hosting on your website.
Get a one-stop-shop for all your retirement plan needs. Matrix Trust Company aggregates, reconciles, and processes transactional data in a highly automated environment.
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