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Press Release

Increasing Need for Market Intelligence and Data Transparency Among Asset Management Firms Drives Momentum at Broadridge’s Access Data

Leading Firms including OppenheimerFunds Look to Broadridge’s Access Data for Fund Asset and Sales Data to Grow Assets Under Management

LAKE SUCCESS, N.Y., October 28, 2013 – Access Data, a Broadridge Financial Solutions (NYSE:BR) company, today announced that several asset management firms including OppenheimerFunds have selected its Premium Reporting offering available through the Schwab Asset Intelligence (SAI) portal as demand for market intelligence and data transparency rises.

Launched in December 2012 as part of a strategic partnership between Access Data and Charles Schwab & Co., Schwab Asset Intelligence offers mutual fund asset and sales information across Schwab’s registered investment advisor (RIA), retail, retirement and trust channels. Available on SAI and offered by Access Data, Premium Reporting provides unprecedented detail to help asset management firms understand how assets are generated and which advisors are driving the most sales.

“With Premium Reporting, we go beyond standard data delivery to provide intelligence that fund firms can use to identify opportunities to grow their assets under management,” said Dan Cwenar, President, Access Data, Broadridge. “This information is invaluable when setting sales and marketing strategies, ultimately helping OppenheimerFunds and our mutual fund clients of all sizes target the right firms and offer the right products, at the right time – and this is all made possible by our SaaS delivery model.”  Since its introduction, Premium Reporting has been utilized by 13 firms. 

Asset management firms are focused on seeking new avenues to differentiate themselves and grow assets under management, and Premium Reporting allows fund firms to understand where growth opportunities exist on a regional basis – down to the city and even the RIA office level. The offering also shows gross sales, market share, flows and assets, and a fund’s competitive position and how it’s performing within a Morningstar category.

“In today’s competitive environment, it’s critical to stand out in the marketplace and increase assets under management.  By harnessing the power of data, we’re able to identify new opportunities for growth and allocate marketing and sales resources more effectively,” said Mark Santero, Senior Vice President, Distribution Operations, OppenheimerFunds. “As a firm, we work with Broadridge for their insight and support in a range of sales data management and marketing and regulatory communications efforts. By adding Access Data’s Premium Reporting, we gain much needed transparency into the rapidly growing RIA and other channels within the Charles Schwab platform.”

“We are pleased to expand our long-standing relationship with OppenheimerFunds and to provide all of our partners with truly actionable intelligence to drive their businesses,” added Mr. Cwenar.

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

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