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Transfer Agency/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.


Why SS&C?

We’re the #1 global transfer agency and recordkeeper

Years Experience
Trillion mutual funds serviced
Largest global transfer agency worldwide
Clients serviced globally
Million transactions processed annually

Benefits of partnering with SS&C

Our transfer agency services drive efficiency and agility, allowing you to focus on core functions like asset management and investor relations.

Service the full investor lifecycle with end-to-end solutions

Supporting all aspects of transfer agency services, our end-to-end servicing model allows you to deliver solutions no matter the fund type or domicile.

Streamline operations with a single, global partner with a local presence

As the largest global transfer agent, SS&C provides global operations services and technology to today’s largest asset managers.

Ease capital raising and servicing

With our robust distribution and brokerage network, real-time connectivity, and multi-faceted reconciliation and processing.

Boost product diversification and digital transformation

With our global digital model via the cloud, continually updated to offer actionable insights from data and provide investors with state-of-the-art digital interactions.

Facilitate cross-border fund subscriptions and redemptions seamlessly

Through our worldwide reach, operational footprint and global distribution capabilities across the multi-domicile landscape.

Run your operations more efficiently and securely

Through our continuous investments in intelligent automation, cloud-based processing and cyber security across all regions and business lines.

Worldwide Reach



Our footprint spans both North and South America with the US being the founding place of SS&C over 35 years ago.


United Kingdom & EMEA

Our footprint spans the UK, Ireland and Luxembourg.



Our Asia-Pacific footprint covers multiple locations in Australia, Singapore, Hong Kong.

Featured Resources

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A New Model in Transfer Agency Services

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

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The Drive for a Global Transfer Agency Model

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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.

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Navigating Interval Funds in Today’s Market

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

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

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

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SEC’s Proposal on Swing Pricing and Hard Close

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Read SS&C’s whitepaper to understand the SEC’s Proposal on Swing Pricing and Hard Close and its impact on the mutual fund industry.

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