Investor & Transfer Agency

Digitized processes to efficiently onboard investors and simplify record management

What are Investor and Transfer Agency Services?

Investor Services include the onboarding and ongoing monitoring of investor files within a fund structure. Transfer Agency Services relate to the investor transactions within a fund. Considering how many investors enter a fund, manually onboarding everyone is a challenging exercise leading to frustration for fund managers and transfer agents — one that often introduces human error and inefficiencies into an important process. Our state-of-the-art, fully integrated digitized solutions ensure smooth onboarding to facilitate a great experience for investors and makes it easier for fund managers to track and maintain their records.

Digitized processes to improve efficiency and reduce errors

Simplify investor onboarding

Digitized tools that capture information directly from the investor or public sources make onboarding quick and efficient, saving you time and money.

Manage reporting in real time

Advanced tools enable timely reporting, with just the touch of a button.

Improve visibility

Optimized workflows let you precisely track the status of every fund-related process you launch.

Minimize human error

Avoiding manual data input eliminates the risk of costly human error and ensures complete and accurate data capture

Keep current

Every investor record will be up to date throughout the fund lifecycle. You’ll never be hindered by outdated information.

Optimize your productivity

By harnessing the power of automation, you’ll work more efficiently and accurately. That means better performance at lower cost.

Making KYC better for everyone

The KYC onboarding process can be challenging, but when the process is easier for investors, it enables efficient operations for fund managers.

By corralling vast volumes of data in a fully digitized solution, Alter Domus has eliminated operational inefficiencies and puts data at your fingertips to make informed decisions.

Because our tools are customizable to your location or jurisdiction, we assist you in meeting every requirement.

Get in touch with our team

Contact us today to learn more about Alter Domus’ Investor and Transfer Agency services.

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