Your Franklin Templeton resources—personalized for you on My Dashboard
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How My Dashboard supports your workflow
Your Franklin Templeton resources, one click away
Frequently asked questions
What is My Dashboard?
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.
What are the benefits of My Dashboard for financial professionals?
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.
What challenges does My Dashboard solve for?
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.
What's new in My Dashboard?
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