Fidelity Information Services Wealth Management is expanding its information server to determine mutual fund breakpoints. The enhancement will improve exception reporting to diagnose company-specific breakpoints and to identify eligibility as stipulated by the fund.

"This is a manual process at most of our broker/dealer clients' shops, and it is too easy to miss account relationships that qualify for the break points," said Kathy Baum, product manager for FIS Wealth Management.

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