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.
Provide Greater Service and
Increase Efficiency With Our
Digital Solutions
Our Investor Servicing digital solutions are designed to enable effortless access to information across multiple business needs – for you, your investors and your
intermediaries.
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
Back-Office Processes Become Front-Office Magic
Changing investor behavior, today’s competitive and volatile markets, and the explosion of available data for consumption are posing challenges for asset managers. To focus more on product development and revenue generation, many asset managers are outsourcing some back-office and middle-office functions.
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.
Deliver Consistent Client
Experiences
A global transfer agency operating model
enables us to leverage best practices across our
many operating locations.
Our Solutions
Fund Services
Enhance and oversee your investment process while navigating global financial markets.
Integrated Fund Services
Combine custody, transfer agency and fund accounting services.