Streamline your transfer agency systems

As an asset manager or a fund administrator, you want to support as many fund types as possible without adding further complexity and cost to your operations. What’s the answer?

  • Drive agility with unified technology It’s critical to not only digitize but also consolidate transfer agency operations, so you can move faster into semi-liquid funds and other new fund types.
  • Service more funds on one platform You must be able to manage the entire lifecycle of your investors on a system that can accommodate multiple fund types, however complex.
  • Meet both private and public market needs You need access to specialist private market functionality such as for waterfall calculations, plus the option to provide unitized values.
  • Manage investor services on a new scale Seamlessly automate more transfer agency processes to service a diverse combination of asset classes for larger volumes of investors.
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ESC

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