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Broadridge Fi360

Fiduciary due-diligence and investment-scoring tools, owned by Broadridge.

Investment research

fi360.com

Fi360 provides tools that advisers and plan fiduciaries use to screen and monitor investments, including the Fi360 Fiduciary Score and the AIF designation. Its site now carries the Broadridge Fi360 name.

Broadridge announced the purchase of Fi360 in October 2019 and completed it that November. Fi360 is based in Pittsburgh.

What it does

  • Fiduciary Score
  • Investment due diligence
  • Fiduciary education and designations

Coverage

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