Ahead Of The Curve

The pressure for product and regulatory responsiveness is increasing.

You can be more agile with R•Funds’ table-driven product innovation and compliance features. Changes are made once and filter through to business workflows without software coding.

Be nimble, and shorten implementation  cycles.

Modern And Scalable

R•Funds is an IT investment with a future.

R•Funds’ open architecture is built using industry-standard technology. Highly optimized online and batch processes operate concurrently, eliminating systems downtime. An integration framework moves data throughout your organization and to distributors with ease.

An API exposes business functions, allowing you to create customized user interfaces.

A Platform With Options

Your business is diverse, and so is R•Funds.

Seamlessly integrate your distribution channels with your manufacturing business. R•Funds is complemented by a full Advisor desktop and a Broker / Dealer platform.

R•Funds gives you choice without complexity.

Maximized Efficiency

R•Funds lets you get more done with less effort.

Consolidate your businesses and operations on one platform. Eliminate redundancies through ‘one process, best process’ workflows.

By streamlining your enterprise, you can put more focus on your distributors and customers. R•Funds improves productivity and reduces costs.

Mutual Fund
Transfer Agency

• Modern, robust shareholder management solution
• Complete Investor Record Keeping, Plan Administration, Tax Reporting Services and Trust Accounting
• Multi-company solution; run all your businesses on a single platform
• Flexible and highly user-configurable
• Integrates with R-Wealth and R-Broker solutions