Fund managers, transfer agents and fund distributors across Asia are leading the digital transformation journey. Many are forming strategic partnerships to meet the demands of a new generation of investors who want new asset classes, greater personalization and a faster experience.
As the largest global funds network, Calastone has been driving the digital agenda across the funds industry by automating the fund transaction lifecycle using the very latest technologies.
We work with fund managers, transfer agents and fund distributors – from banks to wealth managers – to enable their digital plans, from automating key activities to facilitating the delivery of new platforms.
How can we help?
Calastone’s proven and cost effective solution set enables firms to transform how they service their clients using our leading global funds network and ability to digitalise the fund transaction lifecycle. We help firms automate:
- Fund trade sending and receiving
- Transactional reporting
- Fund portfolio transfers
- Dividends processing
We also partner with firms to enable them to transform how they service their clients and lower the overall cost of investing.
Using our suite of products, firms can remove the traditional barriers around the recording and reconciling of fund transaction information so that fund firms can access data in real time. By using new technologies we are enabling firms to automate specific challenges and process new asset classes, such as tokenised funds.
Case study – Calastone Fund Services in practise
Calastone has partnered with a leading global asset manager to solve the Contingent Deferred Sales Charge processing challenge for the Taiwan market .
Calastone Contingent Deferred Sales Charge (CDSC), part of Calastone Fund Services, has been deployed alongside the fund manager’s existing TA’s system. It enhances their proposition by automating the capture and processing of CDSC fund information, including conversions from B to A-share holdings and exit fee calculations.
This has created a faster, more accurate and transparent investment process for both the investor and the fund manager. At the same time the fund manager is now able to fulfill internal product and compliance information requests quicker and more easily.
Calastone in Asia
Calastone has been enabling Asia fund firms to automate their fund trading activities since 2009. Our teams in Hong Kong, Taiwan and Singapore support clients across the entire region. Some of the major countries include: China, Indonesia, Japan, Malaysia, the Philippines, Singapore, Taiwan and Thailand.
As the world’s largest global funds network, we enable Asia fund firm to connect to all the major funds centres, including Ireland and Luxembourg.