Press Releases

Broadridge’s Access Data Delivers Unprecedented Analytics and Insight to Mutual Funds via Schwab Asset Intelligence™

Providing visibility into how assets are generated and which advisors are driving sales

LAKE SUCCESS, N.Y., Dec. 13, 2012 – Access Data, a Broadridge Financial Solutions (NYSE:BR) company and leader in enterprise data management, analysis and reporting for the financial services industry, and Charles Schwab (NYSE:SCHW) have launched Schwab Asset Intelligence, a portal providing mutual funds with unprecedented access to fund asset and sales information across Schwab’s RIA, retail, retirement and trust channels.

This collaboration between two financial services leaders utilizes cutting edge analytics and insightful reporting to benefit the mutual fund industry. Through its unique offering, the portal goes beyond standard data delivery to help funds understand how assets are generated and which advisors are driving the most sales, providing reliable intelligence to drive business.

“Broadridge’s proprietary technology and services solve a growing problem in the financial industry – the lack of timely data transparency and insight. With this partnership and portal, and by leveraging the experience of Access Data, we’re creating a level of visibility that hasn’t previously existed by simplifying the exchange of information between mutual fund families and distributors. In essence, eligible mutual fund providers will be able to harness the power of big data to uncover new business opportunities and drive growth,” said Doug Hanson, Vice President overseeing third party mutual fund platforms at Charles Schwab.

“With advanced analytics and insightful reporting, Schwab’s mutual fund providers will have access to fund asset and flow information that they didn’t have before. This new level of information will help them better understand their market share, how they rank against other funds, and where they’re gaining more traction and adding new clients – enabling partners to ultimately raise more assets under management.   In short, we’re providing a gateway that will redefine the industry and transform data into valuable insight to help drive more business,” said Dan Cwenar, President, Access Data.

Powered by Access Data, Schwab Asset Intelligence provides fund companies with Assets and Flows reports that present fund asset, trading and sales information across RIA, retail, retirement and trust channels on a daily, weekly and monthly basis. In addition, Premium Reporting is available for an additional fee and offers mutual funds even more visibility into how assets are generated, the advisors driving sales, and their competitive position.

Access Data/Broadridge’s SalesVision web-based, data management solutions aggregate, integrate and consolidate mutual fund and ETF data to help firms uncover hidden business opportunities and simplify revenue and business processes, while ensuring data transparency so critical for regulatory compliance. Moreover, additional SalesVision modules are available that provide quicker access to timely information and market intelligence to gain insight on product positions, identify asset flow changes by line of business, and more comprehensive, advanced analysis and reporting across all distribution channels. 


About Access Data

Access Data Corp., a Broadridge company, is a leader in enterprise data management, analysis and reporting for the financial services industry - providing data and reporting solutions covering 90% of all long-term fund assets and 95% of all ETF assets. Leading asset management firms and financial intermediaries utilize Access Data’s proprietary technology and services to gain visibility into how sales and assets are generated and address a myriad of challenges in distribution, compensation management and compliance and risk management. Access Data’s flagship product, Access Data SalesVision® provides comprehensive storage and analysis solutions, delivering web-based reporting as Software as a Service. Please visit

About Broadridge

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations. Broadridge’s investor and customer communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes on average $5 trillion in equity and fixed income trades per day. Broadridge employs approximately 10,000 associates in 14 countries.

For more information about Broadridge, please visit

Media Contacts:

Linda Namias

Broadridge Financial Solutions



Maggie Nolan

Brainerd Communicators, Inc.



Alison Wertheim

Charles Schwab Co., Inc.

+ 1 415-667-0475


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