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August 29, 2015 9:58 PM ET

Internet Software and Services

Company Overview of Access Data Corp.

Company Overview

Access Data Corp. provides enterprise data management, analysis, and reporting services for the financial services industry in the United States. The company offers mutual fund manufacturers and distributors a platform for acquiring, managing, and utilizing the asset data that is essential to achieve growth objectives. It provides SalesVision, a solution that provides storage and analysis solutions delivering Web-based reporting as Software-as-a-Service. The company offers enterprise data management, market intelligence, sales reporting, tax management, and compliance and risk management solutions. Its clients utilize the technology and services to gain visibility into how sales and assets a...

Two Chatham Center

2nd Floor

Pittsburgh, PA 15219

United States

Founded in 1997





Key Executives for Access Data Corp.

Founding Partner, President and General Manager
Age: 60
Senior Vice President of Product Development
Vice President - Sales
Compensation as of Fiscal Year 2015.

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

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

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.

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