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Grow Sales, Track Revenue 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.

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.

Unlocking Growth in the Advisor Channel.

“Identifying advisors selling defined contribution assets represents a significant opportunity for retirement plan providers that partner with distributors to grow defined contribution assets under management. Our solutions will provide our clients with actionable intelligence about advisors that specialize in defined contribution business.”

— Frank Polefrone, Senior Vice President, Broadridge


Contact Us

2 Chatham Center
Pittsburgh, PA 15219
Telephone: +1-412-201-6000

Big Data Made Easy to Use

Learn More, Schedule a Demo Today!