Four Major Firms Reveal Details Of New Joint Mutual Fund Portal


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

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