Solution introduction

Transfer agency

Automated accuracy, confident compliance, and improved client experiences

Complete share register and valuation capabilities

  • Full oversight of investor activity in one platform
  • Track transactions, run real-time NAV/GAV valuations, manage distributions, and ensure compliance

Streamlined transaction automation across channels

  • Automate the full transaction lifecycle, from compliance checks to trade execution
  • Maintain transparency and governance throughout

Robust complex fee calculation and processing

  • Handle complex fee structures including management, performance, trail commissions, CDSC, and carried interest
  • Powered by a configurable, scalable fee engine

Dynamic reporting and communication tools

  • Flexible reporting suite with tailored outputs and automated alerts
  • Keep all stakeholders informed, aligned, and engaged

 

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