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 customisable 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 organisations positions us to advocate on behalf of our clients within those organisations.
  • Proven conversion methodology facilitates conversion risk management and efficient implementations.

Our Thinking

Michelle Palombo, Electronic Banking Managing Director for BNY Mellon Treasury Services, discusses our new Payment Analytics Service currently being designed to help you understand – and effectively manage – your day-to-day straight-through processing (STP).

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