US Transfer Agency Services

We are an SEC registered full service transfer agent with over thirty years of experience servicing mutual funds. Our advanced transfer agency platform integrates FIS core recordkeeping, workflow and imaging, and cash management systems with experienced professionals to provide clients advanced transfer agency services with real-time entry and access to data.

Related content

Global Compliance Regulatory Update Q2 2021
UK announces financial services roadmap- A New Chapter for Financial Services
FATF has added Malta to the ‘Increased Monitoring’ List

Get in touch with our team

Submit your query