Drive more business through advanced analytics and reporting.
Turn your data into a valuable asset to drive sales, manage risk and streamline compensation processes.Learn More
Automate and effectively manage mutual fund distribution and revenue collection.
Improve revenue management, monitor sales and trends across products, and help ensure regulatory compliance.Learn More
In today’s highly competitive financial environment, financial services are faced with significant challenges including – client retention, transparency, operationally efficiency, regulatory change, and nascent digital strategies. These issues make timely access to the latest information crucial to successfully pursuing business opportunities. Broadridge provides you with the data-driven solutions to drive business growth, maximize operational efficiencies and manage risk.
Access Data, a Broadridge company, provides mutual fund manufacturers and distributors a leading-edge platform for acquiring, managing and utilizing the asset data that is essential to achieve your growth objectives. Leveraging $8 trillion of direct-sourced asset data, our solutions provide clearer information, deeper insight and a broader vision for asset growth and business success. Learn more about our solutions and new insights we are uncovering every day.
A deep dive into the RIA sales channel, exploring drivers of growth, market segmentation and building an action plan to drive growth.