J.P. Morgan Launches Intuitive, Customizable Portal For Fund Administration Clients

J.P. Morgan Worldwide Securities Services (WSS) today announced the launch of its Fund Reporting and Media Exchange Site (FRaMES), which provides Mutual Fund Administration regulatory services clients with real-time access to a secure, collaborative work environment for fund administration activities. The FRaMES portal is the newest component of J.P. Morgan ACCESS ^sm, the firm’s web-based platform for multiple information, compliance and portfolio management applications.

FRaMES provides real-time document sharing, including uploading and download functions, as well as online delivery capabilities and data archives for board books and records. In addition to document management, FRaMES houses proprietary research, online tools and client-specific links to industry groups, regulators and vendors. The portal, which is accessible from any web-enabled computer through J.P. Morgan ACCESS, will initially be available to Regulatory Services clients and Chief Compliance Officers in the Americas.

Peter Donatio, Product Executive – Americas for J.P. Morgan Worldwide Securities Services, said: “As our Fund Administration professionals work with clients to prepare for a Board of Directors’ meeting, the work is often completed in conjunction with the service provider, the clients, the asset manager and even the subadvisor. FRaMES allows them to work collaboratively in one document and the final materials can even be accessed by board members remotely through their J.P. Morgan ACCESS account, from the office or on the road on their iPad.”

“In this ever increasing data centric world, it is our top priority to provide clients with easily accessible, real-time information that is essential to their business objectives,” said Sarah Gill, global platform executive for J.P. Morgan Worldwide Securities Services. “As such, J.P. Morgan continues to innovate and invest in new technologies and expand upon existing solutions in order to rapidly respond to changes in the market and the evolving needs of our client base.”

Key components/benefits include:

• eBoardRoom – Facilitate fund board meetings by providing electronic board books and other materials to fund trustees and directors. Replace hardcopies with real-time access to current and historical fund board materials.
• CCO Support – Improve governance with real-time access to latest policies and procedures and quarterly representation letters. In addition, stay informed on the annual J.P. Morgan CCO/Fund Treasurer Summit and online publications.
• Document Exchange – Create, edit, approve and publish documents online, reducing emails. Monitor progress of document preparation and audit trail of changes.
• Calendars – Ensure common understanding of real-time commitments and deliverables.
• Questionnaires – Eliminate time, effort and cost of manual questionnaires by performing them online.
• Knowledge Center – Access to proprietary and public research.

For more information on FRaMES, please contact your J.P. Morgan ACCESS client service representative. For more information about other J.P. Morgan ACCESS tools, please visit www.jpmorgan.com/visit/jpmorganaccess.

About J.P. Morgan Worldwide Securities Services

J.P. Morgan Worldwide Securities Services (WSS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. A division of JPMorgan Chase Bank, N.A., WSS leverages the firm’s global scale, leading technology and deep industry expertise to service investments around the world. It has $16.9 trillion in assets under custody and $7.2 trillion in funds under administration. For more information, go to www.jpmorgan.com/visit/wss.

About JPMorgan Chase & Co.

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

The products and services featured above are offered by JPMorgan Chase Bank, N.A., a subsidiary of JPMorgan Chase & Co. JPMorgan Chase Bank, N.A. is regulated by the OCC in the U.S. J.P. Morgan is a marketing name for Worldwide Securities Services businesses of JPMorgan Chase & Co. and its subsidiaries worldwide.