Edward Jones has adopted Delta Data's FUNDViews service to manage and maintain operational rule changes within its mutual fund security master tables in its brokerage platform.

The Web-based FUNDViews enhances DTCC's Mutual Fund Profile Service II by making it easier to track changes for mutual fund securities that DTCC provides.

"With FUNDViews, we have an efficient and cost-effective way to track the accuracy of information provided through Profile by our mutual fund partners," said Lisa Klassen, a group leader at Edward Jones. "The notification of daily changes and future-dated changes and the comprehensive audit trail on all rule changes are key benefits of the FUNDViews service that are critical in maintaining our security master tables."

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