Transfer Agency

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As the economy continues to struggle towards recovery, investors are approaching the investment process with trepidation and a higher level of scrutiny. As their demands increase, so do your responsibilities. You need confidence that your client records are accurate and your reports are timely and transparent. A highly customized approach to investor servicing and reporting will give you that, as well as the flexibility to service investors based on their unique processing needs.

SunGard’s Transfer Agency is a comprehensive solution for high-volume, growth-minded transfer agency environments. The mutual fund shareholder recordkeeping system provides real-time processing at any time. Clients can access their investor information at their convenience through the web. Transfer Agency also offers multi-currency options for processing global investments and seamless connectivity to other applications to facilitate straight-through processing (STP) and distribution of investment products.

Key Features

Transfer Agency provides third-party administrators with:

  • Browser accessibility to broker/IFA, institutions and shareholders
  • Real-time financial and non-financial processing
  • Full complement of XML-enabled APIs and web services for real-time integration
  • End-to-end STP support
  • Global processing and multiple currencies
  • Distribution support through portals, trading networks and direct interfaces
  • Comprehensive financial reporting, online intraday cash flows and customizable capital stock reporting

Transfer Agency helps third-party administrators to:

  • Expands your business with improved infrastructure and scale
  • Returns your focus to client services while tools handle data
  • Improves efficiencies through integration with other products
  • Facilitates and promotes interaction with trading networks and portals
  • Provides timely and accurate financial reporting for portfolio managers, custody and fund accounting

Product/Service details

Geographic Availability
Africa, Africa, Asia-Pacific, Asia-Pacific, Europe, Europe, Latin America, Latin America, Middle East, Middle East, North America, North America