The SalesVision web-based platform provides a total picture of fund sales and assets across all distribution channels. It also permits users to analyze sales by lines of business, sales representative and product and identify sub-account trading by financial intermediary firms, office and sales rep. Further, users can identify asset flows by distribution channel and product.
“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.”
