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FIS® Transfer Agency Services

FIS® Transfer Agency Services is a business process outsourcing and technology solution for investment firms, mutual funds, and wealth management firms. By combining real-time processing, dedicated and tenured staff, next-level security and compliance, and a unique approach to client partnership, Transfer Agency Services is providing an innovative and proven solution for modern transfer agency organizations across the U.S.

The System Built for What a Transfer Agent Needs.
Transfer Agency Services empowers transfer agent professionals to increase productivity and efficiency while remaining flexible.
From 24/7 portal access for account holders, dealers, institutions and interested parties, through to automated reconciliation, reporting and exception management, Transfer Agency Services provides a fully managed BPO solution to transfer agency companies who require security, flexibility and real-time data.

View other products from FIS

FIS Balance Sheet Manager - Liquidity Risk

FIS Balance Sheet Manager – Liquidity helps banks build up a liquidity risk management infrastructure on an operative as well as a strategic level, going beyond “minimum” regulatory requirements.

FIS Credit Assessment

FIS Credit Assessment manages all commercial credit assessment and customer risk rating – including probability of default and loss given default – with industry-specific financial spreading and analysis – in one solution.

FIS® Corporate Actions Election Portal (formerly eTRAN+)

Run this user-friendly and  time-efficient web-based election module in used in conjunction with the FIS® Corporate Actions Manager Suite (formerly XSP).  Whether your customers are professional portfolio managers or individual investors, they can use FIS® Corporate Actions Election Portal (formerly eTRAN+) to review the terms of any corporate actions that may affect their holdings and make their …