Access Data’s Client and Shareholder Intelligence tool provides insight into shareholder activities needed to protect, control and grow your business. It provides sales managers, compliance officers and finance the tools they need to quickly see and act on detailed trading activities.

Client and Shareholder Intelligence is Access Data’s ad hoc query proprietary technology built to support the unique information needs of asset management firms. Now users throughout your firm have access to:

• Powerful web based ad hoc queries
• All SalesVision data elements
• Data dictionary search capabilities
• Metadata for measurement and filters
• Query results in PDF, Excel, or the Web
• Storage of query results

Client and Shareholder Intelligence provides a single environment for accessing and analyzing shareholder information and trends. Users across the organization can explore and analyze business issues immediately to ensure business decisions are made in a timely manner.