Fiduciary Focus Toolkit™
Combining Fi360’s Prudent Practices®, flexible advisor controls and elegant reporting, the Fiduciary Focus Toolkit™ drives superior client outcomes, enabling you to achieve better business results. The Fiduciary Focus Toolkit helps you efficiently create and review investment policies, monitor investments and produce client and model monitoring reports.
FirmPlus software is designed to make the life of retirement plan advisors and specialists easier and more efficient. With tons of features, including investment monitoring and analysis, fee analysis, lineup comparison and an advisor dashboard, Firmplus helps you get things done.
Built from the ground up to work the way advisors work, RFP Director is designed to provide a digital experience for servicing the process of requesting and analyzing bids from retirement plan service providers.
Fi360 Stable Value Vision
Stable value funds represent 12 percent of all DC plan assets, and are in almost 50 percent of all DC plans. And yet stable value funds are the least understood and evaluated fund in an investment lineup. Tap into the largest stable value database available for advisor use with Fi360 Stable Value Vision.
The Fee Benchmarker® unlocks access to a unique and highly regarded database* of retirement specialist advisors’ fees and services and provides you with a plan sponsor ready report. In a few simple clicks, you can produce on-demand reports for prospecting, existing client fiduciary files and for developing your own fee strategy.
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.
Looking for an enterprise-wide solution?
Banks, TPAs, Recordkeepers, and Asset Managers, please email Fi360Enterprise@broadridge.com.