What are mutual funds? Unlocking investment potential through efficient distribution channels

Mutual funds have long been recognized as a popular and effective investment vehicle for...

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...

Connectivity-as-a-Service (CaaS) – Bringing assurance and efficiency to the buy-side

No platform is an island in the complex, multi-vendor world of investment management. All buy-side...

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...