Charles Schwab is augmenting the fund asset, trading and sales information it provides to more than 600 mutual fund clients through a partnership with Access Data, a Broadridge company. The additional information will be available on Schwab’s Mutual Fund OneSource and Mutual Fund Marketplace platforms.

With the new portal, funds on the Schwab platforms will be able to see sales across products and detailed information on the activities of registered investment advisors and financial advisers. “This increased level of transparency will provide mutual funds with deeper insight into channels, products and the advisers driving their business growth,” Access Data said.

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