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Enterprise Data Management

Enterprise Data Management Automation for Mutual Funds

Automate the collection of mutual fund trade and transactions from multiple data sources with Access Data Enterprise Data Management which delivers consistent, reliable and timely information from one data source. Eliminate the daily operational burden of internally managing multiple data feeds, researching incomplete trades, and maintaining representative information as affiliations or account assignments. Most importantly, gain unmatched visibility into sales across all products and distribution channels and have more time to focus on the information critical to your business growth.

Our enterprise data management services:

  • Reduce internal resources needed for data management, reporting and analysis
  • Leverage proprietary technology for normalizing and validating internal data, plus enhancing it with outside data from over 200 sources
  • Automate the matching of dealer, branch and representative codes from third-party providers against your company’s corresponding view of firm, office and representative.