Julius Baer Investment Management is turning to Access Data Corp.'s SalesVision product to manage its sales and asset reporting across its distribution channels. The Swiss-owned fund manager did not reveal which other platforms, if any, it considered. CEO Tony Williams said that Access Data was selected for its ability to aggregate and acquire detailed sub-accounting information from financial intermediaries.

Baer also contracted with Access Data to provide data management services. It will synchronize SalesVision with existing CRM systems to provide a complete view of client sales activities and results.

"Access Data’s full service approach to enterprise reporting meets our business objective to provide our organization with accurate and meaningful sales and client data," said Williams. "SalesVision also enables our organization to use this detailed information for multiple purposes."

Pittsburgh-based Access Data SalesVision is a turn-key, outsourced solution for enterprise-wide sales and asset reporting. The software aggregates sales data from multiple financial intermediary platforms and provides enterprise sales reporting, automated calculation and tracking of sales compensation, and ongoing monitoring of detailed trading activities. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE