Company Overview of Access Data Corp.
Access Data Corp. provides enterprise data management, analysis, and reporting services to the financial services industry. It offers Access Data SalesVision, a Web-based enterprise sales management and analysis solution; and Summation, a Web-based document, electronic data, and transcript review platform that accommodates the workflows of contemporary legal teams. The company’s solutions consist of sales reporting, shareholder compliance, wholesaler compensation, and distributor compensation applications. It serves asset management firms, investment management companies, and broker-dealer firms. The company was founded in 1997 and is headquartered in Pittsburgh, Pennsylvania. As of May 21, ...
Two Chatham Center
Pittsburgh, PA 15219
Founded in 1997
Key Executives for Access Data Corp.
Founding Partner and Executive Vice President
Chief Executive Officer of Broadridge
Chief Information Officer and Vice President of Managed Services
Compensation as of Fiscal Year 2013.
Access Data Corp. Key Developments
The Standard Selects Access Data to Provide DCIO Reporting to Fund Partners Offering Products on the Standard's Retirement Recordkeeping Platform
Jan 8 14
Broadridge Financial Solutions announced that The Standard has selected Access Data to provide DCIO Reporting to fund partners offering products on The Standard's retirement recordkeeping platform. Starting in the first quarter, defined contribution investment only (DCIO) reports will be available to The Standard's fund partners through a new technology portal designed to provide unprecedented access to asset, trading and sales information at a plan level. This engagement represents a milestone in the expansion of Access Data's services for retirement providers and its commitment to creating transparency in the industry among mutual funds, distributors, platforms and retirement plan providers. With the new DCIO Reporting portal, fund firms offering products on The Standard recordkeeping platform will have timely access and enhanced visibility into sales across retirement plans, as well as a deeper understanding of the advisor selling those plans. This increased level of transparency will provide mutual funds with deeper insight into the advisor-driven retirement market comprised of The Standard and other independent recordkeeping platforms that partner with distributors to offer advisors complete turnkey retirement offerings for small and medium-sized defined contribution plans.
OppenheimerFunds Selects Access Data's Premium Reporting Offering
Oct 28 13
Access Data announced that several asset management firms including OppenheimerFunds have selected its Premium Reporting offering available through the Schwab Asset Intelligence (SAI) portal as demand for market intelligence and data transparency rises. The offering also shows gross sales, market share, flows and assets, and a fund's competitive position and how it's performing within a Morningstar category.
Access Data Corp. Delivers Unprecedented Analytics and Insight to Mutual Funds Via The Charles Schwab Corporation's Schwab Asset Intelligence
Dec 13 12
Access Data Corp. and The Charles Schwab Corporation have launched Schwab Asset Intelligence, a portal providing mutual funds with unprecedented access to fund asset and sales information across Schwab's RIA, retail, retirement and trust channels. This collaboration between two financial services leaders utilizes cutting edge analytics and insightful reporting to benefit the mutual fund industry. Through its unique offering, the portal goes beyond standard data delivery to help funds understand how assets are generated and which advisors are driving the most sales, providing reliable intelligence to drive business. partners to ultimately raise more assets under management. Powered by Access Data, Schwab Asset Intelligence provides fund companies with Assets and Flows reports that present fund asset, trading and sales information across RIA, retail, retirement and trust channels on a daily, weekly and monthly basis. In addition, Premium Reporting is available for an additional fee and offers mutual funds even more visibility into how assets are generated, the advisors driving sales, and their competitive position. Access Data/Broadridge's SalesVision web-based, data management solutions aggregate, integrate and consolidate mutual fund and ETF data to help firms uncover hidden business opportunities and simplify revenue and business processes, while ensuring data transparency so critical for regulatory compliance. Moreover, additional SalesVision modules are available that provide quicker access to timely information and market intelligence to gain insight on product positions, identify asset flow changes by line of business, and more comprehensive, advanced analysis and reporting across all distribution channels.
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