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		AccessDX Mutual Fund Portal AccessDX Mutual Fund Portal supports data requests made by financial intermediary fund company partners for detailed shareholder information from Tier I and Tier II shareholder data. The AccessDX Mutual Fund Portal provides financial intermediaries with a facility to receive data requests, track pending requests, and complete the data request. The following types of data requests are supported: Fund Account Level Requests Intermediary Account/BIN Level Requests Plan Level Requests Investor Omnibus Account Level Requests SSN/TIN Level Requests Rep Level requests		AccessDX for Intermediaries (PDF)

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Interface Objects™
Interface Objects streamline the configuration and loading of data from internal and external sources, including legacy recordkeeping systems. Using Interface Objects technology, data is loaded, moved, and transformed based on specific business rules for your firm. Interface Objects load data related to individual transactions, accounts, firms, offices, reps, and products.

FlexWork™
FlexWork is a workflow and content management engine used throughout the SalesVision suite of applications. Workflow and content management are integral to data cleansing activities, daily operations, reporting, compensation, and compliance. FlexWork maintains a queue of pending work that can be prioritized and assigned. FlexWork enables complex business processes to be broken into manageable steps within SalesVision. The workflow for shareholder compliance enables users to detect suspect accounts for market timing, and creates a specific record for each of these accounts related to the action taken to resolve any shareholder compliance concerns.