AccessData Exchange^SM (AccessDX^SM) supports straight-through processing for Intermediaries and Funds by facilitating the movement of detailed shareholder data from intermediary data source systems to their fund partners via secure data conduits.

AccessDX aggregates Tier I and indirect (Tier II & III) subaccount data and delivers detailed shareholder information so that both the intermediary and its fund partner meet the requirements for Rule 22c-2. Utilizing Access Data’s proprietary technology, Interface Objects™, to rapidly develop data interfaces, and its Flexwork™ workflow technology for processing, tracking, and delivery of fund partner data request responses to mutual fund partners, AccessDX provides financial intermediaries a cost effective approach to meeting the requirements of Rule 22c-2.