HAUPPAUGE, N.Y. Feb. 22, 2011
SalesVision provides clients with detailed sales reporting, including current sales and asset data, enabling clients to better gauge the effectiveness of their marketing efforts. SalesVision’s reporting tools provide a total picture of sales and assets across all distribution channels, for U.S. and non-U.S. based funds. Users can analyze sales and asset trends by lines of business, sales channel, sales representative and product; identify sub-account trading by financial intermediary firms, office and sales rep; identify asset flows by distribution channel and product; and receive sales reports in PDF, Excel, CSV or Web formats.
Dana Taormina [email protected]
About Gemini Fund Services, LLC
Gemini Fund Services, LLC provides comprehensive, pooled investment solutions as an engaged partner to independent advisers. Gemini serves as a strategic partner and resource to advisers that want to bring their own, unique investment vehicles to market, including mutual funds, hedge funds, and alternative investments such as collective investment trusts. As a full-service firm, Gemini provides the administration, accounting, and technology that advisers need in order to launch and market successful products. With over 25 years of experience creating and servicing funds, Gemini brings years of industry knowledge and insight to help advisers achieve the vision of their product and deliver the most extensive range of turnkey solutions to clients.
North America $3 trillion www.broadridge.com
About Access Data, a Broadridge Company
Access Data Corp., a Broadridge Company, is a leader in enterprise data management, analysis and reporting for the financial services industry. Today over 50 leading mutual fund firms and ETF sponsors deploy Access Data’s proprietary technology and services to gain visibility into how sales and assets are generated, insight into their market positions across distributors, and to solve complex problems 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. For more information, please visit accessdc.com.
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SOURCE Gemini Fund Services, LLC