Mutual Fund Transfer Agency

financial institutions Mutual Fund Transfer Agency

R•Funds delivers impactful and broad-ranging benefits for clients:

  • Increased Sales & Revenue: The ability to launch new investments with ease through any distribution channel will transform your business.

  • Reduced Costs: R•Funds has allowed clients to eliminate redundant systems maintenance and regulatory support.

  • Client-Centric Business Model: R•Funds allows organizations to move from a fund structure to a client / product structure. With the ability to support a holistic client portfolio view and as well, an advisor / dealer view of holdings, a high-touch service model can be achieved.