Financial Services and Insurance Edition
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Latest Research Highlights Transfer Agency Modernization Challenges

As transfer agencies evolve their business processes in the months ahead, older mainframe-centric solutions will increasingly lack the flexibility, scalability, and adaptability needed to accommodate changing volume demands and enable new product introductions in a timely manner.

That’s one of the key conclusions in “Evaluating the Next-Generation Transfer Agency Environment: A Global Perspective,” a new report from Barrington Partners that looks at the future role of transfer agencies in supporting the global investment management marketplace.

Sponsored by Oracle, the report is based on research with numerous industry participants, including investment management executives, software vendors, industry experts, and the Barrington staff.

Moving Toward a Single Platform
Although legacy systems fall short of current needs, transfer agents will continue to rely in the near term on these traditional solutions while they adopt more modern technologies that will begin to address the need for a global, single-platform solution.

“Multiple business models must be supported, either within one or multiple instances of a single global platform solution, or via the integration of separate best-of-breed solutions by product, geography, and/or organizational unit,” the authors write.

In time, however, the ideal technology solution will be a single global platform that can be combined with multiple front- and back-end solutions that transfer agencies deploy to satisfy market-specific requirements.

A Modern Solution
One such ideal option is Oracle FLEXCUBE Investor Servicing, a comprehensive transfer agency and fund distribution system that automates the manufacturing and distribution of investment funds for transfer agencies. The solution also supports multientity and multijurisdictional transfer agencies.

Oracle FLEXCUBE Investor Servicing’s capabilities include
  • A comprehensive business rules engine for defining fund structures, including hedge funds, mutual funds, and unit-linked insurance products, with comprehensive coverage-for-fee structures
  • Entity and intermediary hierarchy management for agents, brokers, distributors, and registrars
  • A unified view of customers across fund holdings and fund companies
  • Support for multiple currencies, including Euro compliance
View the full report and get more details about Oracle FLEXCUBE Investor Servicing.

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