Agent de transfert

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Rationaliser les opérations et mieux servir les clients et les investisseurs

Les exigences des investisseurs évoluent, accentuant ainsi le besoin de mieux accéder aux données en temps réel, d’automatiser ses opérations et de personnaliser ses rapports. Les pressions sur les coûts et la réglementation continuent d’augmenter, tout comme la nécessité d’accroître l’efficacité et l’interopérabilité des systèmes. Les solutions Linedata Transfer Agency répondent à ces défis grâce à une technologie robuste et moderne qui améliore l’automatisation et sous-tend la transformation digitale.

Les administrateurs tiers et les gestionnaires de placements opérant sur les plus grands marchés et régions offshore utilisent nos solutions de comptabilité pour agents de transfert et investisseurs qui leur permettent de gérer un large éventail de fonds institutionnels et alternatifs.

Nos clients gestionnaires de placements, courtiers et investisseurs institutionnels et/ou de détail bénéficient d’un ‘‘portail investisseur’’ accessible en ligne 24h/24 et 7j/7.

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Téléchargez notre livre blanc pour en savoir plus sur l’avenir du secteur de l’administration de fonds avec l’augmentation des générations Y et Z sur le marché du travail.

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Benefit Highlights

Settings

Robust regulatory compliance

Regulatory compliance is one of the top responsibilities and challenges facing transfer agents. Our solutions let you customize your KYC approach per jurisdiction and address compliance requirements with ease using built-in AML/KYC functionality and integration options.

Report

Streamlined Transfer Agency operations

Transfer agency has traditionally been a paper-based process characterized by manual intervention. We’ll help you modernize and digitize your operations, save time and money, and reduce manual entries and operational risk with advanced automation and task scheduling.

Grow business

Enhanced customer experience

Online banking and shopping have fueled investor expectations around instant access to information. Our advanced Investor Portal lets investors, distributors, and investment managers place orders, download reports and statements, and perform balance and transaction enquiries.

New Report: Fund Technology, Data & Operations North America 2021.

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Choose the right solution to achieve your business objectives

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Linedata Mshare Spirit

Next generation global transfer agency

Streamline and modernize your transfer agency operations with Mshare Spirit, our global transfer agency platform. Mshare Spirit helps alternative and traditional fund administrators automate workflows around recording, processing, and reporting investor activity, including KYC/AML.

If you need a modern, user-friendly platform for transfer agency operations and investor or partnership accounting, look no further. Mshare Spirit supports complex fee calculations at the fund and investor level, coupled with flexible P&L allocations across multi-tiered fund structures, enabling managers to perform a variety of shadow NAV functions.

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Investor Portal

Empowering your clients

Put customer service first with our Investor Portal. The Portal’s self-service approach enhances transparency and the user experience. Investors have 24/7 access to fund information (e.g. KIID), balances, and statements. They can update their personal details, saving phone calls and paperwork, and place trades with instant order validation for full peace of mind.

The Investor Portal integrates with your Linedata Transfer Agency platform using APIs, so all parties always have access to up-to-date, accurate information. Whether you are already our client or want to take your operations to the next level, the Portal will save you time, enhance customer satisfaction, and support your digital transformation.

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Linedata Icon TA

Industrial strength transfer agency solution

Looking for a transfer agency system to manage tens or hundreds of thousands of investor accounts? Linedata Icon TA provides a comprehensive, proven platform for administering collective investment holdings, particularly for UK and European markets. It supports retail and wholesale processing, with automated throughput, including direct credit payments via BACS. 

This industrial-strength solution enables one of our major clients to manage over half a million investor accounts and thousands of transactions each day.  

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Linedata Admin Edge

Hosted fund accounting and transfer agency platform

If you need an all-in-one fund administration solution, Linedata Admin Edge is your answer. For institutional, hedge and alternative funds, it provides fund accounting, investor administration and P&L allocations, plus a web portal and customized reporting in an affordable, integrated package.

Enjoy the benefits of Admin Edge without installing any hardware or software at your premises. Linedata pioneered the hosted delivery of asset management applications over 15 years ago and we remain experts in the field.

Checkfile_Icon.svg

Linedata Mshare Spirit

Next generation global transfer agency

Streamline and modernize your transfer agency operations with Mshare Spirit, our global transfer agency platform. Mshare Spirit helps alternative and traditional fund administrators automate workflows around recording, processing, and reporting investor activity, including KYC/AML.

If you need a modern, user-friendly platform for transfer agency operations and investor or partnership accounting, look no further. Mshare Spirit supports complex fee calculations at the fund and investor level, coupled with flexible P&L allocations across multi-tiered fund structures, enabling managers to perform a variety of shadow NAV functions.

Dollar_Icon

Investor Portal

Empowering your clients

Put customer service first with our Investor Portal. The Portal’s self-service approach enhances transparency and the user experience. Investors have 24/7 access to fund information (e.g. KIID), balances, and statements. They can update their personal details, saving phone calls and paperwork, and place trades with instant order validation for full peace of mind.

The Investor Portal integrates with your Linedata Transfer Agency platform using APIs, so all parties always have access to up-to-date, accurate information. Whether you are already our client or want to take your operations to the next level, the Portal will save you time, enhance customer satisfaction, and support your digital transformation.

check_Icon

Linedata Icon TA

Industrial strength transfer agency solution

Looking for a transfer agency system to manage tens or hundreds of thousands of investor accounts? Linedata Icon TA provides a comprehensive, proven platform for administering collective investment holdings, particularly for UK and European markets. It supports retail and wholesale processing, with automated throughput, including direct credit payments via BACS. 

This industrial-strength solution enables one of our major clients to manage over half a million investor accounts and thousands of transactions each day.  

Managing_Icon

Linedata Admin Edge

Hosted fund accounting and transfer agency platform

If you need an all-in-one fund administration solution, Linedata Admin Edge is your answer. For institutional, hedge and alternative funds, it provides fund accounting, investor administration and P&L allocations, plus a web portal and customized reporting in an affordable, integrated package.

Enjoy the benefits of Admin Edge without installing any hardware or software at your premises. Linedata pioneered the hosted delivery of asset management applications over 15 years ago and we remain experts in the field.

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