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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.

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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

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

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Americas

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

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United Kingdom & EMEA

Our footprint spans the UK, Ireland and Luxembourg.

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APAC

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

Featured Resources

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Whitepaper

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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Whitepaper

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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Whitepaper

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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eBook

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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Whitepaper

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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