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.

Our Thinking

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