FIS Transfer Agency Services

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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.

FIS Transfer Agency Services 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

FIS Transfer Agency Services 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

FIS Transfer Agency Services 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