Focus on maximizing profits

The digitalization of the investor experience means that firms must continually adopt new automation and improve operational efficiencies to preserve mutual fund capital and maximize profits.

Our mutual fund service model provides state-of-the-art tools for fund administration, fund accounting, transfer agency and custody solutions for mutual funds managed by investment advisors under the Investment Companies Act of 1940 (’40 Act Funds) and Undertakings for the Collective Investment in Transferable Securities (UCITS).

By seamlessly integrating our suite of solutions, you’ll have scalable, automated fund management tools to streamline your processes, simplify your operations and help resolve your most difficult challenges with greater flexibility.

This empowers your investment advisors to better focus on their primary goal: Maximizing profits to better serve clients.

Our Solutions

Partner with us to access an unparalleled suite of integrated services that add value at every stage of the operational lifecycle.

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