Transfer Agency

To be a leader in today’s financial industry you require the technological and servicing competencies that keep your customers satisfied today and into the future. By offering tools that provide comprehensive functional coverage, rigorous service and quality control, you set the stage to stand out from your competitors.

As Transfer Agency service providers, you have seen constant change with new products, new legislation, new markets and new opportunities.

We provide leading transfer agency and shareholder recordkeeping solutions backed by over 10-years of proven market experience and used by some of the world’s largest institutions.

This gives you the technology to accurately manage shareholder data, deliver first-class customer service, and build insightful reports.  Our products support a wide range of sizes and types of domestic and offshore transfer agency operations.

 

An established market-leading product, Linedata Icon Retail offers a functionally rich solution that satisfies the needs of the most sophisticated financial institutions. From dealing, registration, settlement, foreign exchange, box management, reporting and compliance to e-commerce, Linedata Icon Retail provides a comprehensive and proven system for the administration of collective investment business. More

Linedata Mshare is a leading transfer agency and shareholder recordkeeping solution backed by over 10-years of proven market experience and used by some of the world’s largest institutions. Driven by our single-minded focus and determination to deliver best-of-breed solutions to you, Linedata Mshare helps you deliver the best to your clients. Carefully balanced to ensure the controls you would expect from a database application, Linedata Mshare also offers the flexibility common to spreadsheets. More