SalesVision Trading Pattern Analysis Tool

In response to the increased demand for flexible analysis tools brought on by the advent of Rule 22c-2, we are unveiling the SalesVision Trading Pattern Analysis Tool.  This powerful new tool enables SalesVision users to identify accounts with a specific sequence of transactions as defined by your firm. To learn more about this powerful new tool, Click Here.

SalesVision Data Converter

To provide an easy exchange of data between your firm and your intermediaries, Access Data is unveiling the SalesVision Data Converter.  Since many intermediaries may deliver 22c-2 data responses in a non-industry standard format, SalesVision's new Data Converter will provide an easy, convenient way to standardize and import data responses.  For more information on this exciting new feature,  Click Here.

Access Data Strikes Data Agreement With Merrill Lynch

Access Data is pleased to announce an agreement with Merrill Lynch to receive 22c-2 related trade data for all Access Data clients who maintain selling and information sharing agreements with Merrill Lynch.  This new arrangement will eliminate ongoing costs associated with dealing directly with Merrill Lynch. 

One of our Relationship Managers may have already been in contact with you about this opportunity.  If not, please call Nick Jablunovsky at 412-201-6049 for more information.