Transfer Agency - Cloned

Futureproof your fund administration in the wake of
COVID-19. Despite its challenges, the pandemic offers
an opportunity to make lasting changes that improve
performance and support future profitability.

Streamline operations and
serve clients and investors better

As a Transfer Agent, you play a vital role in our digitally driven world. We understand your challenges, from higher costs and shrinking margins, to fierce competition and the need to distinguish yourself by delivering exceptional service to a new generation of tech-savvy investors.

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

Whether you need a global enterprise-level platform, a flexible solution for traditional and alternative funds, or a fund administration solution comprising transfer agency and fund accounting, we have a solution to address your needs.

Robust regulatory compliance: Regulatory compliance is one of the top responsibilities and challenges facing transfer agents. Our solutions let you customize your KYC approach per jurisdiction and address compliance requirements with ease using built-in A

Streamlined operations: Transfer agency has traditionally been a paper-based process characterized by manual intervention. We’ll help you modernize and digitize your operations, save time and money, and reduce manual entries and operational risk with adva

Enhanced customer experience: Online banking and shopping have fueled investor expectations around instant access to information. Our advanced Investor Portal lets investors, distributors, and investment managers place orders, download reports and stateme

Choose the right solution to achieve your business

Linedata Mshare Spirit: Next generation global transfer agency

Streamline and modernize your transfer agency operations with Mshare Spirit, our global transfer agency platform. Mshare Spirit helps alternative and traditional fund administrators automate workflows around recording, processing, and reporting investor a

Linedata Icon TA: industrial strength transfer agency solution

Looking for a transfer agency system to manage tens or hundreds of thousands of investor accounts? Linedata Icon TA provides a comprehensive, proven platform for administering collective investment holdings, particularly for UK and European markets. It su

Investor Portal: empowering your clients

Put customer service first with our Investor Portal. The Portal’s self-service approach enhances transparency and the user experience. Investors have 24/7 access to fund information (e.g. KIID), balances, and statements. They can update their personal det

Linedata Admin Edge: hosted fund administration platform

If you need an all-in-one fund administration solution, Linedata Admin Edge is your answer. For institutional, hedge and alternative funds, it provides fund accounting, investor administration and P&L allocations, plus a web portal and customized reportin