The Six “Must-Have” Capabilities for Today’s Transfer Agent

In today’s more competitive and complex global marketplace, leading firms are starting to view their transfer agency as more than just a recordkeeper, but as a potential strategic partner in growth. Today’s transfer agent stands to play a key role in managing innovative financial products, representing the asset manager’s brand to advisors and investors, mitigating risks, and helping combat downward pressure on servicing fees.

Learn what the “must-haves” asset managers should look for in a TA in order to derive the optimal strategic value from the relationship.