Access Data SalesVision®
A growing core of leading mutual fund companies has identified the need to understand daily individual shareholder trading activity at the account and sub-account levels in order to protect themselves from regulatory action, control their businesses and grow distribution and revenue. These companies have identified SalesVision as the one solution that meets their needs.
Access Data ExchangeSM
Leading mutual fund companies and financial intermediaries turn to Access Data to solve the omnibus account problem. Access Data Exchange (AccessDXSM) provides our clients straight through processing of detailed shareholder data from omnibus accounts. Whether you represent a mutual fund company interested in aggregating data from financial intermediaries, or a financial intermediary interested in distributing data to your mutual fund partners, AccessDX provides the solution.
Access Data Services
From consulting and professional services to managed hosting, Access Data has a wealth of experience in the financial services industry. We offer a high level of business management expertise and a successful track record in defining and implementing sophisticated, mission-critical solutions for our clients. We've helped some of the biggest names in financial services do business better.