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Transfer Agency/Registry

As pressures mount for asset managers to increasingly become more efficient and control costs, it’s becoming increasingly difficult to innovate and stay ahead of the operations curve. SS&C has become the largest global transfer agency and recordkeeper through innovation, technology and superior service.

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.

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Whitepaper

A New Model in Transfer Agency Services

What are the “must-haves” asset managers should look for in a TA in order to achieve the optimal strategic value from the relationship?

Whitepaper

Tokenization of Funds - Mapping a Way Forward

By issuing shares in investment funds onto blockchain networks, fund managers can increase Assets under Management.

Whitepaper

AI & Intelligent Automation Using Blue Prism in Fund Servicing

AI has demonstrably arrived in the asset management industry and it is starting to have a transformative impact.

The #1 Global Transfer Agency and Recordkeeper

Run your operations more efficiently and securely, reduce your risk and enhance your capabilities to drive growth and customer value.

End-to-end solutions supporting all aspects of transfer agency operation including global coverage of time zones, investment products, distributors and investors while continuing to meet local regulatory, market and servicing requirements.


Continuous, flexible and evolving ecosystem supporting the functionality asset managers require and connectivity with global markets regardless of location.


Best-in-class capabilities spanning the entire investment management life cycle integrated with cutting-edge technologies to simplify operations, automate workflows, enhance accuracy, improve transparency and reduce risk.


Single, global partner anchored by global teams of functional experts to help meet your challenges across different locations, investment vehicles and structures.


Digital servicing and data solutions optimize operations, stay ahead of investor and advisor expectations and preferences and help asset managers harness the power of their data to obtain insights and drive better outcomes.