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.
Whether you are an individual advisor or working on a team, there is pricing§ to fit your needs. Fill out the form and a member of the Fi360 Solutions team will be able to provide you with a personalized demo and explain your options - including special software suite pricing.
Looking for an enterprise-wide solution?
Banks, TPAs, Recordkeepers, and Asset Managers, please email Fi360Enterprise@broadridge.com.
§ Fi360 Solutions partners with many organizations to provide the Fiduciary Focus Toolkit™ to their advisors. Fill out the form to find out if you qualify for any discounts.