The Mutual Funds Industry is highly competitive, with complex shareholder administration requirements. The scope is becoming far more pan-European, facilitated by MiFID, UCITS III, and the upcoming UCITS IV. Organisations are seeking ways to differentiate from each other to avoid commoditisation.
Linedata works in partnership with its clients to help them provide better services for increasingly knowledgeable and demanding customers, whilst maintaining economies of scale.
Linedata Icon Retail, your multi-currency, multi-enterprise shareholder solution
Linedata Icon Retail is your transfer agency system for marketing, managing and fully catering for the demands of retail fund vehicles, across all business channels. This solution is adaptable, scalable and suitable for collective investment fund providers of all sizes. The system incorporates a carefully designed open architecture, allowing new products to be introduced quickly and easily.
Linedata Icon Retail is proven to handle growing business volumes and data. For example, it has enabled one customer to manage over half a million client accounts and thousands of transactions in Unit Trusts, OEICs and ISAs each day.
Linedata Icon Retail uses XML connectivity combined with the latest database technology to improve performance and maximise STP processing. This achieves greater cost efficiency, leaving you to focus on managing customer relationships and dealing with any exception items. Linedata Icon Retail offers complete end-to-end administration with automated throughput, including direct credit payments via BACS
