Gemini Fund Services is teaming up with a Broadridge unit. Today the Happauge, New York-based mutual fund back-office firm revealed a partnership with Broadridge's Access Data, where Gemini clients will gain access to Access' SalesVision platform for tracking sales and assets across distribution channels.
"We're very excited to partner with Access Data for its SalesVision solution, which will provide our clients with comprehensive sales intelligence, help improve marketing and distribution of their funds and thereby drive growth," stated Gemini president Andrew Rogers.
Company Press Release
HAUPPAUGE, N.Y., Feb. 22, 2011 -- Gemini Fund Services, an engaged partner to independent advisors as a provider of comprehensive, pooled investment solutions, today announced a strategic partnership with Access Data, a Broadridge Company and leading provider of enterprise reporting and data management services for the financial services industry. The partnership provides Gemini's clients with comprehensive sales reporting support for their investment products via Access Data SalesVision®, a web-based software platform that provides a total picture of fund sales and assets across all distribution channels.
"Gemini's mission is to provide advisors with the support and resources they need to effectively launch and market their own investment products," said Andrew Rogers, President of Gemini Fund Services. "We're very excited to partner with Access Data for its SalesVision solution, which will provide our clients with comprehensive sales intelligence, help improve marketing and distribution of their funds and thereby drive growth."
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.
"Access Data is very pleased to provide the SalesVision solution to Gemini's clients and empower them with actionable sales and asset information for their funds," said Daniel Cwenar, President and General Manager of Access Data, a Broadridge Company. "We look forward to a successful partnership that helps Gemini clients maximize their distribution results and compete more effectively in the marketplace."
For media inquiries, please contact Dana Taormina at 973.732.3521 or dana@jcprinc.com.
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.
About Broadridge
Broadridge is a technology services company focused on global capital markets. Broadridge is the market leader enabling secure and accurate processing of information for communications and securities transactions among issuers, investors and financial intermediaries. Broadridge builds the infrastructure that underpins proxy services for over 90% of public companies and mutual funds in North America; processes more than $3 trillion in fixed income and equity trades per day; and saves companies billions annually through its technology solutions. For more information about Broadridge, please visit 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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