What is FundKeeper?
FundKeeper is a mutual fund platform that can deliver to a broker dealer—from a single servicing point—all services currently provided at the mutual fund family level. Essentially, Fund Keeper consolidates existing direct-at-fund accounts onto a single platform, which is branded for the broker dealer. In this way, FundKeeper enables the broker dealer to execute on new accounts, suitability and compliance, commissions, level load, web access, statements and more—in an single, automated way across all fund families. FundKeeper leverages omnibus accounts to eliminate multiple contacts points and data sources at fund families.