Transfer Agency Services

A Single, Consistent Way to Do Business Across the Global Marketplace


A global transfer agency solution can help you create a standardized operating model across geographies, meet multi-jurisdictional regulatory requirements and create a consistent client service experience. 

Gain Efficiencies with Integrated Fund Services

Improve the oversight, security and management of your funds by integrating our Custody, Transfer Agency, and Fund Accounting services. Our core capabilities can help address your complex challenges, whether you need access to liquidity or enhanced data-driven insights to help drive better business outcomes.

Our Insights

February 2019

Drive Efficiencies into Global Operations

Whether we’re providing transfer agency services in the U.S., Europe or Asia—our goal is to create a more consistent delivery of those capabilities for clients.

February 2019

Deliver Consistent Client Experiences

A global transfer agency operating model enables us to leverage best practices across our many operating locations.

Our Solutions

Ready to grow your business?

Speak to our team.