We provide innovative mutual fund transfer agency services for millions of shareholder accounts with some of the best-known names in the financial services industry.
We Go Beyond Traditional Transfer Agents
Our services are designed to be transparent to the end investor — from initial client inquiry through to fully customizable outputs.
- Comprehensive array of investor accounting, recordkeeping and servicing capabilities offered under a single management structure of long-tenured professionals.
- Networking resources with access to key strategic partners.
- Industry experience and leadership within key industry organizations positions us to advocate on behalf of our clients within those organizations.
- Proven conversion methodology facilitates conversion risk management and efficient implementations.
- Flexible technology facilitates nimble delivery of technology enhancements.
- Tools to help asset managers achieve greater transparency into their omnibus data.
- Streamlined reporting facilitates operational efficiencies.