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Broadridge, Charles Schwab Partner

Broadridge Financial Solutions’ company Access Data has joined hands with Charles Schwab to be the sole provider of a new technology portal.

Broadridge Financial Solutions’ company Access Data has joined hands with Charles Schwab to be the sole provider of a new technology portal. The portal will expand upon the sales reporting and data analytic functionality Schwab currently offers to mutual fund sponsors on its Schwab Mutual Fund OneSource and Mutual Fund Marketplace platforms.

The portal will offer access to fund asset, trading and sales information. The increased level of transparency will provide mutual funds with deeper insight into channels, products and the advisers driving their business growth. The deal marks the second partnership between Charles Schwab and Broadridge in the last two months.

Click here for the release from PR Newswire.

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