Transfer Agents

What are the costs of new business? 
How much resource is required for each new fund provider?

As a transfer agent or third party administrator, you need to be on top of all client transactions, all of the time.  As your coverage increases, how can you deliver excellent service without needing to invest in additional resources? 

By connecting to Calastone, TAs / TPAs benefit from a fully electronic STP approach throughout the transaction lifecycle - whatever the preferred messaging protocol or format - and business process automation.

Receive orders & send acknowledgements & prices efficiently with seamless integration into your workflow.  You can access the full lifecycle of your fund providers’ order flow & enjoy cost effective, cost efficient growth & scale. 

No membership or joining fees. No technology costs. Our easy to use web-enabled Execution Management System (EMS) helps TAs / TPAs monitor & manage transactions, & any exceptions on a real-time basis.

Growth and scale without the associated costs and risks.