Led by a strong team of knowledgeable employees and paired with customized technology solutions, we deliver a seamless, full-service solution for your mutual fund.
Expertise to Service Your Fund
Our people are the driving force behind our leadership in the financial industry and the growth of our service offering over the years. Built on compliance and financial strength, our highly tenured teams of industry professionals have been servicing mutual funds since 1969. We have the expertise required to support your funds specific needs while providing you accurate, timely, and high-quality service. To oversee the coordination of all pieces of your relationship with us, we assign you a primary contact that is familiar with your funds intricacies.
To increase efficiency and value for your fund, we are continually investing in state-of-the-art technology. Our seamless interfaces, such as QuasarAccess™, TA2000 recordkeeping system, or SWIFT messaging for custody, automate many previously manual functions. These interfaces give us the ability to focus our time and resources on quality and growth initiatives to better serve your fund.
We are dedicated to growing with you and adapting to new technologies, the ever-evolving market place, and changes in regulatory requirements.