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FROM YOUR DATA

Focus on the right firms to offer the
right products at the right time

Premium Reporting, available to select Schwab Mutual Fund Sponsors, who make their funds available through Schwab’s Mutual Fund OneSource® service, gives you more visibility into how your assets are generated, which advisors are driving your firm’s sales and your competitive position.

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Access asset and sales data for mutual funds
distributed through Schwab

With Schwab Asset Intelligence™ powered by Access Data, our two firms have come together to deliver unprecedented access to fund asset and sales information across advisory channels.

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Gain even more insight from your data

Uncover hidden opportunities, simplify revenue management and business processes, help ensure regulatory compliance and more…with our SalesVision enterprise solutions for mutual funds and distributors.

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News & Events

5.2.2013 - Press Release

Independent Broker-Dealers and RIAs Continue to Outpace Wirehouse Firms in Long-Term Mutual Fund Asset Growth in Q1 2013, According to Broadridge’s Access Data and Strategic Insight

3.20.2013 - Press Release

New Research from Strategic Insight: Institutional Investor Influence Dominates Equity ETF Activity

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See the Power of Access Data

Learn more about Access Data and how we are helping the industry to transform ‘Big Data’ into valuable insight and help you answer critical business questions.