Broadridge's Access Data Delivers Unprecedented Analytics and Insight to
Mutual Funds via Schwab Asset Intelligence™
Providing visibility into how assets are generated and which advisors are
LAKE SUCCESS, N.Y., Dec. 13, 2012
LAKE SUCCESS, N.Y., Dec. 13, 2012 /PRNewswire/ --Access Data, a Broadridge
Financial Solutions (NYSE: BR) company and leader in enterprise data
management, analysis and reporting for the financial services industry, and
Charles Schwab (NYSE: SCHW) 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.
(Logo: http://photos.prnewswire.com/prnh/20110920/MM71626LOGO )
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.
"Broadridge's proprietary technology and services solve a growing problem in
the financial industry – the lack of timely data transparency and insight.
With this partnership and portal, and by leveraging the experience of Access
Data, we're creating a level of visibility that hasn't previously existed by
simplifying the exchange of information between mutual fund families and
distributors. In essence, eligible mutual fund providers will be able to
harness the power of big data to uncover new business opportunities and drive
growth," said Doug Hanson, Vice President overseeing third party mutual fund
platforms at Charles Schwab.
"With advanced analytics and insightful reporting, Schwab's mutual fund
providers will have access to fund asset and flow information that they didn't
have before. This new level of information will help them better understand
their market share, how they rank against other funds, and where they're
gaining more traction and adding new clients – enabling partners to ultimately
raise more assets under management. In short, we're providing a gateway that
will redefine the industry and transform data into valuable insight to help
drive more business," said Dan Cwenar, President, Access Data.
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
About Access Data
Access Data Corp., a Broadridge Company, is a leader in enterprise data
management, analysis and reporting for the financial services industry -
providing data and reporting solutions covering 90% of all long term fund
assets and 95 percent of all ETF assets. Leading asset management firms and
financial intermediaries utilize Access Data's proprietary technology and
services to gain visibility into how sales and assets are generated and
address a myriad of challenges in distribution, compensation management and
compliance and risk management. Access Data's flagship product, Access Data
SalesVision® provides comprehensive storage and analysis solutions, delivering
web-based reporting as Software as a Service. Please visit,
Broadridge is a technology services company focused on global capital markets.
Broadridge is the market leader enabling secure and accurate processing of
information for communications and securities transactions among issuers,
investors and financial intermediaries. Broadridge builds the infrastructure
that underpins proxy services for over 90% of public companies and mutual
funds in North America; processes more than $4.5 trillion in fixed income and
equity trades per day; and saves companies billions annually through its
technology solutions. For more information about Broadridge, please visit
For Access Data
Linda Namias Maggie Nolan
Broadridge Financial Solutions Brainerd Communicators, Inc.
+1 631-254-7711 +1 212-986-6667
Charles Schwab & Co., Inc.
+ 1 415-667-0475
SOURCE Broadridge Financial Solutions
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