How My Dashboard supports your workflow
Download fact sheets, commentaries and performance data tied to your Franklin Templeton investments with one click. Pin your most-visited products for instant access and jump back to recently viewed documents—so your workflow never skips a beat.
- Find what you need, faster
- Stay connected
- Build your watchlist
Find what you need, faster
Download fact sheets, commentaries and performance data tied to your Franklin Templeton investments with one click. Pin your most-visited products for instant access and jump back to recently viewed documents—so your workflow never skips a beat.
Stay connected
Connect quickly with your Franklin Templeton sales team for timely support, product updates and insights.
Build your watchlist
Search for Franklin Templeton products, save them to your watchlist and stay up to date as you research.
Your Franklin Templeton resources, one click away
Frequently asked questions
My Dashboard is Franklin Templeton's personalized digital hub for financial professionals accessing the latest product updates, insights and tools that support their day-to-day workflows.
The financial professional's investments with Franklin Templeton are listed in descending order, with core servicing documents aligned to each product—making it easy to complete tasks and download materials like fact sheets, commentaries and performance data in one place.
My Dashboard is designed to support a financial professional’s core workflows, making it easy to return, complete tasks and pick up right where they left off.
My Dashboard reduces the friction financial professionals face in their day-to-day workflows by cutting through noise, streamlining navigation to high-priority tasks, and consolidating core documents—like fact sheets, commentaries and performance data—into one easy-to-navigate place.
My Dashboard has been updated with several enhancements to help financial professionals navigate faster and complete tasks more efficiently:
- Pin products in the My investments section for quicker access to what matters most
- Tabbed view consolidates My investments and My watchlist to reduce scrolling
- Quick links to recently viewed documents, firm-specific resources, and thought leadership