Mutual funds

Envision’s award-winning Investor Management Suite is focused on the investor record keeping needs of mutual fund companies, mutual fund transfer agents, alternative investment sponsors, 529 providers and broker-dealers.

BNY Mellon is the only tier 1 G-SIFI with global transfer agency services that span 35 countries on six continents and a servicing model that standardizes operations across geographies and currencies.

Apex offers advisers comprehensive and efficient solutions for launching and operating mutual funds, private funds and other pooled investment vehicles.

System Sale or Lease Providers Transfer Agent five-year snapshot (no. of accounts).

Remote Service Transfer Agent five-year snapshot.

Full-Service Transfer Agent five-year snapshot.

Transfer Agent services (Gemini to U.S. Bancorp)..

Transfer Agent services (ALPS to FIS).

System Sale or Lease Transfer Agent business statistics.

Remote Service Transfer Agent business statistics.