Northern Trust Corporation is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.
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.
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.
The conversion of fund administration, portfolio accounting, transfer agent, custody and distribution services from one mutual fund service provider to another firm can be one of the most risky endeavors undertaken by a mutual fund company.
