Agent de transfert

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.

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 A

Streamlined 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 adva

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 stateme

Choose the right solution to achieve your business

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 a

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 su

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 det

Linedata Admin Edge: hosted fund administration 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 reportin