Choosing the Right Transfer Agency Partner

Choosing the right transfer agency (unit registry) partner can impact everything from operational efficiency to investor satisfaction. Our latest infographic breaks down the strengths and limitations of the most common transfer agency models—so you can choose the right partner for your business.

Get a side-by-side view of:

• Boutique vs. share registry providers.

• In-house transfer agencies vs. custodial bundles.

• Why technology and fund servicing providers are leading the way.

Make a more informed choice with our quick reference infographic.