Access Data, a Broadridge Financial Solutions company, and Charles Schwab have launched Schwab Asset Intelligence, a portal that provides mutual funds with access to fund asset and sales information across Schwab’s RIA, retail, retirement, and trust channels.
This collaboration utilizes cutting-edge analytics and insightful reporting to benefit the mutual fund industry. Through its unique offering, the portal helps funds understand how assets are generated and which advisors are driving the most sales, providing reliable intelligence to drive business.
