Built for Retirement Plan Advisors
- Due diligence and practice management in one easy to use software.
- Designed to provide advisors with solutions that help with efficiency and growth.
Investment Monitoring & Analysis
- Customizable fund evaluation to provide a tailored analysis for your clients.
- Analyze active, passive and target date funds with unique evaluation criteria options.
- Fund research tools built in to help with fund replacements, investment analysis and platform evaluation.
Fee Analysis & Lineup Comparison
- Fee analysis and benchmarking designed to review plan fees and how plan costs compare to peers.
- Developed with 408(b)(2) and fee transparency in mind, and designed to present to plan sponsor.
- Lineup comparison allows for the comparison of up to five different lineups.
- Compare performance, fees, plan costs, and even show how assets will map from one lineup to another.
- Setup customers and prospects and link plans and contacts.
- Activity management for tasks and events -- link to services offered and view in account-wide calendar.
- Advisor dashboard provides powerful account data aggregation and analytics that looks across your entire book of business.
Plan Vault & Plan Sponsor Portal
- The Plan Vault securely houses documents generated in FirmPlus, and other plan documents uploaded from your computer.
- The Plan Sponsor Portal provides access to essential plan and advisor information.
- Email documents and reports right out of the Plan Vault.
- Setup direct access for the plan sponsor for their own self-service.
Weither you are an individual advosor or working on a team, we offer pricing to fit your needs.
For Banks, TPAs, Recordkeepers, Asset Managers and Toolkit inquires that exceed the team pricing model, please email Fi360Enterprise@broadridge.com for pricing.
Our individual pricing option includes up to 2 users and empowers you to support up to 25 Institutional Client Accounts
Our team pricing option includes up to 4 users. You and your team members can support up to 65 Institutional Client Accounts
Interested in becoming a super fiduciary? Check out our software pricing bundle!
Let’s get started! Fill out the form to schedule a demo.
Or, if you’d like additional information or assistance with your purchase, we’re here to help! Fill out the form and a member of the Fi360 team will be in touch.
§ Fi360 partners with many organizations to provide the Fi360 Toolkit™ to their advisors. Fill out the form to find out if you qualify for any discounts.