About Access Data

Access Data Corp., a Broadridge Company, is a leader in enterprise data management, analysis and reporting for the financial services industry. Today, more than 50 leading asset management firms utilize our proprietary technology and services to solve a growing problem in the financial services industry, the lack of data transparency.

Access Data aggregates and enhances sales and asset data from all recordkeeping sources, across all distribution platforms. We then transform your sales data into a valuable business asset that can be leveraged by your distribution, compliance and finance business areas to improve the management of critical business processes and drive strategies for growth.

Our Platform for Enterprise Business Reporting

Access Data SalesVision® is a web-based, on-demand enterprise shareholder solution that helps financial services companies:

• Maximize distribution results
• Manage shareholder compliance
• Track wholesaler and Distributor compensationis

SalesVision is built a solid foundation of Data Management services that deliver consistent, reliable information from one data source. All of our business solutions leverage the same data to provide actionable information and market intelligence to managers - across your firm - on products, distribution channels, sales intermediaries and financial advisors so you can compete more effectively.

Our Software as a Service Delivery Model

SalesVision's software solutions are delivered as a service so there is no software or hardware to install and enhancements and updates are seamless. Clients can quickly and cost-effectively implement proven solutions for complex business problems with minimal resources and financial risk.

Our Financial Services Expertise

Our business, product and technical experts bring hands-on financial services expertise to the table. We combine best practices – derived from working for leading financial firms – with creative thinking and innovative technology to deliver solutions that work.