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.

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.