Preserving Shareholder Assets: How a Mutual Fund Firm Prevented Escheatment

When a mutual fund firm had just two weeks to prevent escheatment, it turned to SS&C Flex. The result? 90% of at-risk assets retained with service levels fully intact. Read the case study to learn how SS&C Flex:

• Launched mailings and call center operations within 72 hours.

• Delivered personalized outreach to high-net-worth shareholders.

• Maintained service continuity under extreme time pressure.

Discover how urgent shareholder events can be rapidly managed, with structure and results.