Global Investor and Distribution Solutions

Move faster, more flexibly and at greater scale.

We believe your service provider should be a source of competitive advantage. As a leading technology and outsourcing provider, we have a unique ability to not only help customers control the cost and eliminate the inefficiency of outdated technologies, but we also go beyond the traditional boundaries of transfer agency to help them effectively grow their business.

Accelerating Digital Transformation

Simplifying Operational Complexity

Improving Quality and Efficiency through Technology

Delivering Customer-First Solutions

Differentiated by scale, diversity and expertise

In today’s rapidly-changing industry, each firm will evolve differently. The scale, scope and breadth of our customized solutions and outsourcing services are designed to help you embrace change, reimagine your business and achieve results.

Take the next step in your evolution with our unified global model.

Empower your growth
Drive greater efficiency
Build value with your investors

Underpinned with regional services, our global model is built on deep industry, regulatory and compliance expertise, helping reduce your oversight and meet global and regional regulatory requirements more effectively.

Tech-powered solutions and end-to-end capabilities to drive your business forward

INVESTOR SERVICING
Redesigning engagement and processes to achieve a unified view of the customer

GLOBAL PLATFORM
Connecting data, technology and people to enable digital distribution solutions and an effortless investor and distributor experience - regardless of location

DISTRIBUTION SOLUTIONS
Delivering data-driven market intelligence to help you grow your sales and defend your assets

COMPLIANCE AND RISK MANAGEMENT
Bringing together sophisticated technologies and deep industry expertise to mitigate risk and improve transparency

DIGITIZATION
Digitizing the customer and advisor experience and day-to-day operations to deliver a superior customer experience

DATA ANALYTICS AND AGGREGATION
Improving information, insights and intelligence to facilitate better decisions and proactive engagement

Discover the value Global Investor and Distribution Solutions can bring to your organization

Resources and commitment to continually invest in new technologies so you don’t have to.
Free of bank regulatory and oversight requirements enabling us to be more nimble and innovative.
Intensely focused on investor, distribution and analytics solutions that help asset managers grow their business.