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Transfer Agency

Streamline operations and
serve clients and investors better

 

Investor demands are evolving, driving the need for greater real-time data access, self-service capabilities and tailored reporting. Cost and regulatory pressures continue to mount, as does the need for greater efficiency and system interoperability.

Linedata Transfer Agency solutions address these challenges with robust, modern technology that enables automation and digital transformation. Third-party administrators and investment managers in all major markets and offshore locations use our transfer agency and investor accounting solutions to service a broad range of traditional and alternative funds. 

 The Investor Portal provides 24/7 online access for investment managers, brokers and institutional and retail investors.

Factsheets

Linedata Mshare Spirit
Linedata Mshare Spirit

Streamline fund administration and enhance client service with Linedata’s web-based global transfer agency solution.

Linedata Admin Edge
LINEDATA ADMIN EDGE

Hosted global platform for all your fund administration requirements.

Transfert agency
Linedata Investor Portal

Helping you serve your clients better.

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