Gemini Partners With Broadridge for Sales Support

‘Do-it-yourself’ fund shop can now track sales across all distribution channels

Gemini Fund Services announced a strategic partnership Wednesday with Access Data, a Broadridge Co. and provider of enterprise reporting and data management services for the financial services industry. The partnership gives Gemini's clients comprehensive sales reporting support for their investment products via Access Data SalesVision, a web-based software platform that provides fund sales and assets tracking 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, in a statement. "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 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.

According to the company, Gemini Fund Services provides comprehensive, pooled investment products to independent advisors. Gemini serves as a strategic partner and resource to advisors that want to bring their own 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. 

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