FIS
Ryan Maloof
Head of Sales - Asset Management
340 Madison Avenue
New York, NY 10173
646-445-8279
Year TA Services began: 1969
FIS delivers complete shareholder record-keeping and investor servicing solutions to the global fund markets underpinned by modern technology and a focus on service excellence, offering asset managers a better solution to serve their investors now and in the future.
FIS’ Transfer Agency platform offers comprehensive functionality that operates in a 24x7 continuous environment. Our solution supports and services a wide range of fund products, including alternatives, collective investment trusts (CITs), cash vehicles and non-US structures. Scalable to support the volumes of the world’s largest asset managers, our solutions also offer the flexibility and real- rime data availability for traditional and emerging fund products.
Our investor services team consists of highly experienced, quality-focused transfer agency professionals with expertise in all aspects of operations and servicing. The group operates under strict process controls to deliver consistent high-quality results and we can offer full or selective outsourcing for comprehensive transfer agency operations and investor servicing. Our team aligns the service model to the distinct needs of our diverse client base, which is what our clients demand – and deserve. Our clients benefit from having essential investor, intermediary and fund order activity information at their fingertips through our reporting tools and fund manager portal with real-time updates throughout the day. Their customers, in turn, obtain immediate account information through a customized investor portal with interactive voice response options.
As data availability continues to be an industry focus, FIS’ server-based transfer agency technology utilizes an Oracle® database and browser-based user interface that are conducive to efficient and agile software development. FIS’ data services and reporting capabilities cover a broad range of options for reporting and data delivery in support of enterprise data initiatives.
With our innovative real-time technology, our team of true experts, our approach to compliance, and our unique client service model, FIS is offering asset managers a better solution to the modern- day challenges the transfer agency function faces.
FIS is a leading provider of technology solutions for merchants, banks and capital markets firms globally. Our more than 55,000 people are dedicated to advancing the way the world pays, banks and invests by applying our scale, deep expertise and data-driven insights. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index. To learn more, visit