Transfer agency
by FINBOURNE Technology · Wealth and investment platforms · London, United Kingdom
Transfer agency capability for fund servicers
What Transfer agency does
- Automate the full transaction lifecycle, from compliance checks to trade execution
- Flexible reporting suite with tailored outputs and automated alerts
- Track transactions, run real-time NAV/GAV valuations, manage distributions, and ensure compliance
- Handle complex fee structures including management, performance, trail commissions, CDSC, and carried interest
What Transfer agency is used for
- Track transactions and run valuations
- Manage subscription and redemption accounts
Who Transfer agency is for
- Wealth and investment managers
About FINBOURNE Technology
Investment data management platform, including the LUSID system, for asset managers and asset servicers.
FINBOURNE Technology in the vendor registry: its products, features and similar vendors.
Also by FINBOURNE Technology
- LUSID: Cloud investment data management platform
- IBOR: Investment book of record
- OMS and PMS: Order and portfolio management capabilities
- Fund accounting: Fund accounting for fund servicers
More in this category: Wealth management and investment platforms.
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