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Transfer Agency platforms

Efficiency through consolidation

Transfer Agency is increasingly becoming a strategic market differentiator for leading fund administration organisations in today’s global market. A key component for leading Transfer Agents is having the right platform in place.

Clients and their underlying investors continue to demand more sophisticated service models, yet Transfer Agency providers face the continuous need to manage operating costs while maintaining multiple platforms which have often been the result of acquisitions or diversification. Therefore the requirement for consolidation of these platforms and the surrounding tools that support them is increasing globally.

Download our short guide to TA platform consolidation strategy which includes the current systems landscape, the benefits of consolidating the multiple components of today’s service platforms, as well as the key considerations when embarking on a rationalisation programme.

Transfer Agency platforms
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