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View TranscriptFor most wealth firms, cost to serve grows with each product their client acquires … even more so as compliance requirements rise.
As a result, margins decline.
Siloed systems mean that starting a new fund is costly and cumbersome.
With Broadridge Transfer Agency, funds are created almost instantly.
…Because fund information is held centrally, separate from operations.
Entered once – one and done. And your fund is ready for distribution to any channel.
Client accounts and fund data are consolidated, transforming multiple systems into one configurable framework.
Compliance is automated and falls into the background. Cost to serve drops. Margins rise.
And automation delivers straight-through processing. With real-time, configurable fund distribution.
Broadridge Transfer Agency Solution
Invisibly creating an integrated, end-to-end experience for fund manufacturing
Broadridge. Ready for next.
The Broadridge Funds Transfer Agency Solution.
Invisibly creating an integrated, end-to-end experience for fund manufacturing.
For most wealth firms, cost to serve grows with each product their client acquires … even more so as compliance requirements rise. As a result, margins decline. Siloed systems mean that starting a new fund is costly and cumbersome. With Broadridge Transfer Agency, funds are created almost instantly. Because fund information is held centrally, separate from operations. Entered once – one and done. And your fund is ready for distribution to any channel.
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