SS&C Blog

BLOGS. July 8, 2024

Bundling TA and Fund Accounting Streamlines Operations

As financial institutions respond to regulatory and reporting requirements, cost pressures, operational efficiency and investor expectations, many would benefit from bundling their transfer agency (TA) and accounting services through a single provider. By bundling these services, financial institutions can achieve greater efficiency, reduce administrative costs, enhance data accuracy and consistency, and reduce operating risk. Relying on a single provider for both TA and accounting simplifies the process by providing seamless data integrations across key fund services.