News & Insights

The digital transfer agency of the future – challenges and opportunities

Transfer agents are responsible for managing the transfer of fund units and shares, maintaining...

Key cloud adoption challenges by stage of maturity

As technology evolves, investment managers must stay ahead of the curve to remain competitive. Last...

10 Profitable outcomes of cloud adoption for investment managers

Understanding the “Why?” of your cloud adoption or migration project is essential. By building a ...

Unlock transfer agency market power in 2023: Prepare for a revolution!

Suddenly, it is exciting times for Transfer Agencies (TAs) as this historically...