Information Delivery

Our WorkbenchSM web portal and mobile app provides you the following 24x7 self-service benefits:
  • Secure single sign-on
  • Real-time account information
  • Customized interactive data views
  • Automated data delivery to e-mail and ftp
  • Easy drill-down into details
  • Regulatory reporting and updates
  • Instruction entry and upload
  • Choice of 11 reporting languages
  • Browser and mobile interfaces


Our Thinking

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Money market funds have historically offered investors liquidity, preservation of capital, and yield (rate of return). Regulatory reforms for money market funds have been central to the activities of regulators in the U.S. and Europe for several years, following the 2008 financial crisis. 

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