Fi360 is a brand that empowers financial intermediaries to provide top-quality care for every investor. They specialize in using the Prudent Practices® to gather, grow, and protect investors’ assets with a fiduciary standard of care. With their comprehensive training, cutting-edge technology, and advanced analytics, Fi360 makes it easier for intermediaries to implement a prudent process for all clients.

Their extensive range of products and services includes Fiduciary Education, Designations, Training, Software & Technology, and Data & Analytics. They offer learning and development programs for financial professionals, empowering them with the knowledge they need to effectively serve their clients and grow their businesses. Their software and technology solutions allow investment professionals to strengthen client relationships and streamline their processes.

Furthermore, their data and analytics solutions provide clients with valuable insights and custom reports, enabling them to showcase their prudent processes. Fi360 serves a wide range of clients including advisors, institutions, and asset managers. They are now a part of Broadridge Retirement and Workplace, cementing their commitment to excellence in the industry