Solution introduction

PowerAgent is a real-time, configurable shareholder recordkeeping system.

PowerAgent is the #1 mutual fund shareholder accounting software available for lease or sale according to the 2016 Mutual Fund Service Guide. Our mutual fund transfer agents and mutual fund transfer agency service providers use the flexibility of the PowerAgent software suite to increase efficiency, reduce risk, and enhance customer service to over 9 million subaccounts investing in over 9,500 CUSIPs.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.