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 a single, automated way across all fund families. FundKeeper leverages omnibus accounts to eliminate multiple contacts points and data sources at fund families.