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Streamline Investor Servicing

The advent of new products, distribution channels, and regulatory norms are reshaping the fund services industry. Transfer agencies and asset management companies require solutions that cater to lifecycle processing for all fund types across lines of business.

Comprehensive lifecycle processing for transfer agencies

Leverage a flexible and configurable platform and automate transfer agency functions.

Expand customer reach, launch sophisticated fund structures quickly, and reduce transaction costs.

Provide extensive product line coverage across mutual funds, investment linked products, hedge funds, and pension products.

Transfer Agency

Improve response times and deliver customized services

Leverage a flexible and configurable investor servicing platform to automate functions, improve response times, and customize services to suit customer needs.

Utilize Oracle’s extensibility features, gain the agility for innovation, and offer an array of future-ready products.

Enable third-party developers to build applications and services around the transfer agency offering.

Asset Management

Achieve differentiation with open banking

Participate in the open banking environment securely, rapidly, and cost effectively.

Enable third-party developers to build applications and services around transfer agency offerings.

Utilize actionable insights from data which enables partners/consumers of APIs to get context.

APIs
Evolution of Transfer Agency

Emerging Trends in the Transfer Agency Market

The fund services industry has reached a maturity point where transfer agency is an indispensable and critical function. Find out how the industry is reshaping itself.

Learning Library

Offer Streamlined Operations

Give your business a competitive edge by reducing total cost of ownership and increasing efficiency with Oracle’s transfer-agency and asset-management capabilities.