NEW YORK--PFPC, Putnam, Fidelity and Franklin Templeton will go live with the first phase of their joint mutual fund portal in the third quarter. At that time, financial advisers and other sellers of participating mutual funds will be able to obtain account inquiry tools. The portal will eventually provide one-stop access to consolidated mutual fund account information, mutual fund transaction capabilities, processing and customer service.
The first phase will handle account inquiries. In the
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails