The Fi360 Fee Benchmarker software helps advisors compare their fees and services against industry averages. Therefore, to ensure the tool is powered with the most up to date and relevant data, we need your help. As a thank you for completing the confidential survey below, you will receive a detailed report showcasing the collective analysis inclusive of practice management information along with cost and service offerings.
Important Note: All the information you provide will be kept strictly confidential; none of your information will ever be traced back to you or your practice
Please use the following link to complete the 2022 Practice Management Survey:
If you have any questions, please reach out to Fi360productops@broadridge.com. We ask that you complete the survey as soon as possible in order to receive the key findings report. (See a sample of the prior key findings report).