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Linedata Mshare Spirit. Experience the future of Transfer Agency

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Download our whitepaper to learn more about the future of the fund administration industry with the rise of Millennials and Generation Z in the workforce.

Benefit highlights

Simple

A single platform across your business

Mshare Spirit provides a modern solution covering traditional, hedge, private equity, and partnership funds, allowing you to service your diverse clients’ needs. Integrated web reporting lets you provide tailored reports to clients and end investors through the investor portal.

digitalization

Best-in-class technology

A web-based user interface, combined with full API and STP capabilities, ensures an enterprise-level solution to meet your needs now and in the future. Modernize your operations, save time and money, and reduce manual effort and risk with advanced automation and task scheduling.

Report

Robust regulatory compliance

Our continuous development program helps ensure the latest global regulatory changes are incorporated, enabling you to meet ever-increasing compliance demands. Customize your KYC approach per jurisdiction with built-in AML/KYC functionality and integration options.

New Report: Fund Technology, Data & Operations North America 2021.

Next generation Transfer Agency platform

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Global Transfer Agency solution

Linedata Mshare Spirit supports multiple fund structures, including complex equalization/series funds, private equity, master/feeder, traditional and money market funds. It offers integrated regulatory compliance including AML/KYC tracking, FATCA and CRS monitoring.

Mshare Spirit’s P&L allocations module streamlines investor and partnership accounting. A full Investor and TA operational reporting suite is standard.

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Digital transformation

Mshare Spirit’s Task Scheduler lets you automate and streamline your daily operations. You’ll save time and reduce operational risk by eliminating manual tasks.

Reduce overhead by managing multiple fund structures on a single platform. User-definable reporting suits the needs of each client, with automated report distribution. Mshare Spirit provides full connectivity with FundSettle, SWIFT, and Oracle.

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PE and complex fund structures

Mshare Spirit covers the full private equity lifecycle, from commitment tracking to waterfall distributions.

It supports complex fee calculations such as FESL, redemption CDSC, trailer fees and performance fees, including hurdles.

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Investor Portal

Put customer service first with our real-time, API-driven Investor Portal. Its self-service approach enhances transparency and the user experience.

Investors enjoy 24/7 access to fund information and can make trades and update personal records, saving phone calls and paperwork.

World_Icon

Global Transfer Agency solution

Linedata Mshare Spirit supports multiple fund structures, including complex equalization/series funds, private equity, master/feeder, traditional and money market funds. It offers integrated regulatory compliance including AML/KYC tracking, FATCA and CRS monitoring.

Mshare Spirit’s P&L allocations module streamlines investor and partnership accounting. A full Investor and TA operational reporting suite is standard.

Process_Icon

Digital transformation

Mshare Spirit’s Task Scheduler lets you automate and streamline your daily operations. You’ll save time and reduce operational risk by eliminating manual tasks.

Reduce overhead by managing multiple fund structures on a single platform. User-definable reporting suits the needs of each client, with automated report distribution. Mshare Spirit provides full connectivity with FundSettle, SWIFT, and Oracle.

Building_Icon

PE and complex fund structures

Mshare Spirit covers the full private equity lifecycle, from commitment tracking to waterfall distributions.

It supports complex fee calculations such as FESL, redemption CDSC, trailer fees and performance fees, including hurdles.

Managing_Icon

Investor Portal

Put customer service first with our real-time, API-driven Investor Portal. Its self-service approach enhances transparency and the user experience.

Investors enjoy 24/7 access to fund information and can make trades and update personal records, saving phone calls and paperwork.

Factsheet
Linedata Mshare Spirit

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

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Factsheet
Linedata Mshare Allocations

Automate Hedge Fund and
Private Equity Allocations
with accuracy and ease.
 

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Factsheet
Linedata Investor Portal

Helping Transfer Agents
serve the needs of
today's investors.
 

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Insights

Transform your transfer agency and investor accounting.