Access Data Overview

Access Data Corp, founded in 1997, is the leading provider of omnibus account solutions for the financial services industry. Access Data provides technology and services to leading mutual fund companies and financial intermediaries representing more than $3 trillion of mutual fund assets under management, allowing them to protect, control and grow their businesses.

Access Data SalesVision® is a web-based, on-demand enterprise shareholder solution used by diversified financial services companies to analyze, track and report integrated shareholder data to Fund Boards, corporate management, and business users across the organization. SalesVision business applications provide solutions for sales, compensation, and 22c-2 compliance reporting.

Access Data Exchange^SM (AccessDX^SM) supports straight-through processing of detailed shareholder data for both mutual fund companies and financial intermediaries. AccessDX relieves mutual fund companies and financial intermediaries from developing custom data feeds for each trading partner and accelerates the industry’s ability to comply with the requirements of SEC Rule 22c-2.

Access Data Insight Services enables Access Data clients to outsource operational and analytical functions that support enterprise sales reporting, compensation reporting and 22c-2 compliance monitoring. Working with your management team, Access Data business experts will provide insight into “best practices” for your 22c-2 shareholder compliance and analysis as well as an in depth interpretation of your sales and compensation results.

Access Professional Services has enabled more than 200 financial services companies to re-engineer business processes, launch new technologies, and create powerful management tools more efficiently; delivering increased profits, reduced costs and strengthened customer relationships.

Access Managed Services manages software, hardware and networks to reduce costs and provide back-up and recovery services.