Advanced Data Management, Analytics and Reporting

Contact Us


Access Intelligence is a self-service online platform that is your point of entry for monthly and quarterly reports, analytics and dashboards.


A variety of online reports are available to help you grow your business, manage expenses and control risk.

Multi-State Tax

Gain unprecedented transparency into the underlying data held in omnibus accounts across distribution channels.

Global Tax Reports

Get an accurate view of tax obligations on a quarterly basis by country, number of accounts, number of shares, and total assets.