Q&A: Charles Schwab Partners with Broadridge for Mutual Fund Reporting

frank-polefrone
Frank Polefrone, svp, Broadridge Access Data

Broadridge Financial Solutions subsidiary Access Data will provide Charles Schwab with access to fund asset, trading and sales information on Schwab's Mutual Fund OneSource and Mutual Fund Marketplace platforms. These sales reporting and data analytic capabilities will be made available to Schwab's 600-plus mutual fund clients.

For the second time in two months, Broadridge Financial Solutions has announced that it is partnering with Charles Schwab. This contract comes on the heels of a July

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