Simplify investor disclosure with technology and data

Powered by proprietary technology, Broadridge FundPOINT® suite provides data and workflows to enhance advisor productivity and ensure best interests. Simplify rollovers, perform suitability and compare portfolios with fee transparency and clarity.

Add certainty and simplicity to investor transactions Let technology and data drive fee transparency. Our FundPOINT modules offer the data and workflows to disclose, document and archive advisor recommendations with current fees, rules and information.

• Regulatory Document Library
• Proprietary EDGAR Sourcing
• Mutual Fund, ETF and VA Data
• Advisor Workflows
• Portfolio & Rollover Analysis
• Archival

Features

• Data Integration: Seamlessly integrate mutual fund data.
• Suitability Analysis: Ensure investment suitability.
• Regulatory Compliance: Adhere to industry regulations.
• Risk Management: Mitigate investment risks.
• Customizable Reporting: Generate tailored reports.