| TA2000 is the leading mutual fund shareholder recordkeeping system in the U.S. - servicing more than 284 fund families, 25,441 share classes, and more than 119 million open shareholder accounts.
With unparalleled leadership and experience, DST provides complete support for
transfer agency operations with TA2000, including:
- Contemporary, open architecture to provide seamless service.
- Rules-based design with more than 1,700 fund options to enable optimum
customization for your products.
- Intuitive, single-source view for all transaction processing and
customer service inquiries with TA2000 Desktop, IVR, and Web.
- Integrated e-commerce and IVR capabilities that post activity
to the customer's account in real-time.
- Flexible service models with options for services and functionality designed to meet your unique business needs.
Support for a Changing Industry
As the financial services
industry continues to evolve, DST leads the way with proven technology
and services for emerging challenges and new lines of business.
Tax-Advantaged Savings Plans
DST services all types of Individual Retirement
Accounts (IRAs), defined contribution plans, state-sponsored college
savings plans (529), Coverdell Educational Savings Accounts, and Health
Savings Accounts. Savings plan customers can take advantage of the broad
range of functionality and service models benefiting our mutual fund
customers today.
Compliance
Programs
DST and its affiliate Boston Financial Data
Services offer consultancy services and administration to help our
mutual fund clients manage regulatory compliance issues. One of the
newest programs is Compliance +, designed to help funds comply
with SEC Rule 38a-1.
For more on Mutual Fund Shareholder Recordkeeping,
contact mjtobin@dstsystems.com.
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