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Higher fiduciary standards and increased customer expectations have put fee transparency, investment clarity and operational efficiency at a premium.
FundPOINT from Broadridge puts advisors on a level playing field with tools to simplify compliance with fiduciary standards. It provides the right data, streamlines workflows, and documents and archives recommendations to transform “best interests” into a competitive advantage.
Learn more about FundPOINT and how it can help you leverage fiduciary compliance to strengthen your relationships and enhance your operations.
For more information, please contact us.