PORTLAND, Maine--(EON: Enhanced Online News)--Foreside Financial Group, LLC (“Foreside”) announced today a partnership with Access Data, a Broadridge company, to offer a new sales solution to Foreside’s distribution clients. Powered by Access Data, Foreside’s Sales and Assets Reporting helps advisers develop marketing and asset growth plans, and also evaluate the sales process more effectively with real sales results and trends. This new service offering now makes this information available to small- and medium-sized transaction volume advisers.
“Foreside’s partnership with Access Data affords us the opportunity to broaden our clients’ distribution capabilities”
“Foreside’s partnership with Access Data affords us the opportunity to broaden our clients’ distribution capabilities,” said David Whitaker, President of Foreside. “We are excited about this partnership as we continue to expand our service offerings to our clients.”
In addition to providing reporting of sales and assets by business lines, sales channels and sales reps, Foreside’s Sales and Assets Reporting platform includes reporting on sub-account trading by financial intermediary firms and offices.
For more information about Foreside’s Sales and Assets Reporting, or about any of Foreside’s distribution and compliance services, please visit our website at www.foreside.com or contact Mark Fairbanks, Business Head, Foreside Distribution Services, at firstname.lastname@example.org.
Foreside delivers a range of distribution and compliance services to clients in the investment management industry. Foreside services open- and closed-end funds, exchange traded products (“ETPs”), commodity pools and private placements.
Foreside’s service offerings include statutory and active distribution, registered representative licensing, fund and adviser compliance and treasurer services. Currently, Foreside distributes over $500 billion of product through our established broker-dealers. Our solutions allow Foreside’s clients to focus on asset management without sacrificing distribution and compliance best practices. Foreside is headquartered in Portland, Maine and has offices in Berwyn, Pennsylvania, Boston, Massachusetts, Chicago, Illinois and Columbus, Ohio. For more information on Foreside’s suite of services, please visit our website at www.foreside.com.
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.