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Our Software
Our software is used by some of the world’s largest and most successful financial services companies. We provide transfer agency and record-keeping functionality that is used in both the back-office and the front-office.
The back-office functions include: enquiry, dealing and registration; customer and broker maintenance; charging and commissions; pricing, distributions and handling of payments and receipts; and bank reconciliation and information that is posted to the general ledger.
The front-office functions include call centre technologies - the ability to have a true one-customer view across multiple distribution channels - and advanced integrated workflow systems, that improve volume processing and the retrieval of all paperwork through scanning and routing.
Our software spans the globe, processing mutual funds domiciled in the following markets and distributed in over 100 countries around the world:
- UK and Channel Islands
- Dublin
- Luxembourg
- Germany
- Bermuda
- Japan