Asset Arena Transfer Agency

Asset Arena Transfer Agency helps you to streamline the management of investor accounts and transactions. Tightly integrated with our workflow and document management solution, It automates all the processes of a mutual fund transfer agent. In addition, it helps to automate the distribution of specific products such as notes or hedge funds. The Web-based client gives the institution, their shareholders and distribution partners real-time access to the accounts, the transactions and the commissions. The solution is available as an American or European edition.

Features

  • Manages subscription and redemption of fund shares
  • Supports all common types of funds and similar products
  • Centralizes multiple clients in single service bureau
  • Provides access from anywhere with Internet connectivity
  • Calculates and includes all taxes, commissions and fees

Benefits

  • Streamlines your business processes
  • Improves accuracy with reporting features
  • Returns your focus to client services while tools handle data
  • Reduces total cost of ownership (TCO) with ASP delivery