The Kofax Transfer Agency Guide – Guidelines for Implementing Proven Technology
Technology is playing a crucial role in re-shaping the way fund managers do business with custodian banks, fund accountants and their individual clients. This document examines the options for change, the benefits of automation, the need for accurate data and the tools needed to create an agile environment to remain competitive.
Download the Kofax Transfer Agency Guide and learn how to:
Integrate transfer agency operations with other fund administration services
Replace manual processes such as client onboarding and anti-money laundering (AML) checks