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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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FundPOINT Fiduciary Solutions

See how Broadridge helps advisors meet fiduciary standards with solutions for rollovers, suitability and portfolio comparisons.

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.