Skip to the main content.

Transfer Agency/Unit Registry

As the largest global transfer agency (Unit Registry in Australia) SS&C offers transfer agent services for traditional and alternative assets via a seamless global model with local presence to help you navigate an ever-changing environment and margin pressures.

Manage Operations and Grow Business


SS&C’s suite of services covers the operational needs for transfer agency services and continues to work with firms to power growth, innovate the customer experience and simplify operations.

ovw-tech-matrix

Why SS&C?

We’re the #1 global transfer agency and recordkeeper

35
+
Years Experience
$
17
Trillion mutual funds serviced
#
1
Largest global transfer agency worldwide
1000
+
Clients serviced globally
200
Million transactions processed annually

Worldwide Reach

Featured Resources

dark green money background
Brochure

Innovate and Simplify Connectivity with SS&C Global Transfer Agency Services

Learn More

Experience seamless connectivity with SS&C Global Transfer Agency services. Tailored solutions, cutting-edge technology, and global reach await.

Learn More
3D charts on dark background
Infographic

The Key Capabilities to Look for in a Transfer Agent/Unit Registry

Learn More

SS&C Global Transfer Agency services are designed to provide clients with the technology and service structure to support your growth.

Learn More
currency-background-487x487
Whitepaper

The Drive for a Global Transfer Agency Model

Learn More

Engaging numbers of transfer agents has a huge impact on the cost and complexity of ops, and impacts the visibility of the investor and their funds.

Learn More
blue data cubes
Whitepaper

Navigating Interval Funds: Bringing Alternative Strategies to the Mass Affluent Market

Learn More

By understanding the nuances of interval funds, asset managers can provide retail investors access to illiquid asset strategies.

Learn More
blue digital arrows
eBook

Automation in Wealth & Asset Management: A Guide for Business Leaders

Learn More

Download the eBook to learn why and how wealth and asset management firms are deploying automation by SS&C Blue Prism.

Learn More

See All Related Resources

View Now