Advanced Data Management, Analytics and Reporting

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Broadridge Strategic Partners

Broadridge has developed formal partnerships with industry leaders to provide our clients with higher quality solutions and better intelligence to help them meet their business needs. 

Strategic Insight

For more than 25 years, Strategic Insight has been at the forefront of thorough, unbiased mutual fund industry research and business intelligence. Strategic Insight sets the standard for trusted business intelligence and mutual fund analysis. Through this partnership Access Data can demonstrate the power of the data underlying our product offering and the knowledge and insights we provide our clients to help them answer critical business questions.

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Salesforce is a market and technology leader in on-demand customer relationship management (CRM). Through its award-winning family of products including and, the company provides a comprehensive suite of CRM applications to help enterprises of all sizes, industries and geographies meet the complex challenge of sharing and managing information on-demand. Many leading asset management firms in the country utilize Access Data and Salesforce CRM to provide sales reporting and client relationship management across their business making it easier to deploy, integrate and manage our combined offering to clients.

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Satuit Technologies, Inc.

Satuit logoSatuit Technologies, Inc. is the premier provider of cloud-based and
On-Premise CRM software solutions for the asset management, hedge fund, wealth management, private equity, and real estate markets. Satuit has offices in the United States and the United Kingdom, and serves clients in more than thirty-five countries.

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