Transfer Agency Services

Mutual fund recordkeeping requires more than processing and maintaining systems of record for investor data. You must stay compliant, prepare for future regulation, meet customer expectations for service and delivery, and contain costs – all while keeping an eye on the market.

We can work with you to implement an integrated, end-to-end solution that offers transaction processing, same-day cash management, reconciliation and control, client service desktop, voice response capabilities, year-end tax reporting, distribution and marketing support services, and web-based shareholder and advisory portals. And by leveraging our business process management application (AWD), we can help you manage the complexities across your operations, so you can focus on advancing your business.

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