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Fund Distribution and Transfer Agency

Oracle FLEXCUBE Investor Servicing is a flexible, highly configurable, and widely deployed transfer agency platform that helps automate transfer agency operations, fund distribution, and pension recordkeeping. The solution equips fund managers to launch sophisticated fund structures and reduce transaction costs, helping them gain market share.

Lifecycle processing for fund management companies.

Explore Oracle FLEXCUBE Investor Servicing features

Oracle’s solution provides lifecycle processing for hedge funds, mutual funds, and unit-linked insurance products across lines of business, enabling fund management companies to address business challenges effectively.

Fees and commissions

Manage complex fee structures and campaigns with ease.

Handle multiple fund structures

Configurable rule definition enables the quick onboarding of funds across varied domiciles.

Corporate actions

Seamlessly handle a variety of corporate actions.

Transactions

Quick transaction capture and support for straight-through processing across a wide range of channels.

Wide product support

Handle endowment, living annuity, and retirement annuity product ranges with ease.

Complete policy lifecycle handling

Effortlessly support top-ups, withdrawals, switches, and asset allocation changes.

Multiple structures

Support simple share classes, master feeders, side pockets, and more.

Performance fees

A configurable rule engine handles performance fee complexity.

Support differentiation

Configure hurdle rates, and handle absolute or relative gains with ease.

Onboarding

Set up defined contribution schemes, private pension products, and employer and employee accounts.

Order management

Handle regular contributions, ad hoc contributions, withdrawals, and switches.

Investor servicing

Provide investment account preferences including mandatory and voluntary contributions.

Portfolio handling

Handle investment preferences and portfolio rebalancing.

Machine learning

Use data to generate valuable, new customer insights.

Blockchain

Gain transaction efficiencies and robust security by connecting to a blockchain network.

Digital assistant

Transform back-office efficiency with smart digital assistants.

Digital enablement

More than 100 REST APIs are available to help digitize the customer journey.

Successfully deployed in diverse markets by leading players

Dominant players have chosen Oracle FLEXCUBE Investor Servicing as their platform of choice to service their business needs.

Manages AUM of more than

US$500 billion

on the platform

Servicing

1 of the top 3

players in Thailand, Malaysia, Singapore, and Hong Kong

Servicing

2 of the top 5

players in South Africa

Servicing a global player across

10 countries

from a single platform

Servicing more than

10 million

accounts in a single installation

Supports more than

10,000

funds from a single platform

Meets the diverse requirements of investment administration businesses

Oracle FLEXCUBE Investor Servicing has been designed to serve varied business models ranging from small in-country providers to large global players.

01In-country transfer agent

Retail investor servicing for domestic funds.

02Global transfer agent

Institutional servicing across multiple jurisdictions on a single platform.

03Fund distributor

Distribute onshore and offshore funds to local investors.

04Pension recordkeeper

Handle recordkeeping for pension administrators.

A global transfer agency platform story

Richard Clarkson, Head of Solutions, Transfer Agency, Oracle

Oracle FLEXCUBE Investor Servicing supports digital change, helps reduce costs, and delivers significant value with its unique support of true global transfer agency and choice of on-premises or cloud deployments.

Read the complete post

Resources for FLEXCUBE Investor Servicing

Simplify Transfer Agency with Oracle

A complete solution to manage as well as run registry offerings and cater to Retail, Institutional and Distributor clients.

Read the executive brief (PDF)

Financial services documentation

Oracle offers a wide range of documentation and tutorials that will help you learn more about Oracle FLEXCUBE Investor Servicing. You'll find all these resources and more in the Oracle Help Center.

Visit the documentation library

Get started with Oracle FLEXCUBE Investor Servicing


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