Transfer Agent Functions in Focus
Meeting the needs and exceeding the expectations of investors, advisors, auditors, regulators and fund management is what Phoenix American transfer agent services are all about.
As an investment fund manager, your primary purpose is to maximize returns for your investors. Managing transfer agent tasks, accounting, reporting and tax documents while complying with regulatory obligations only distracts from generating value and satisfying investors.
Even the most experienced fund managers struggle with in-house transfer agent processes. Managing transfer agent teams, as well as complex data and security protocols, coordinating outside vendors and responding to regulatory obligations, are not duties that at which fund managers excel.
A strong business decision is to outsource transfer agent services to a vendor that can handle a fund’s growing transfer agent and portfolio accounting needs while also managing document management, data security and compliance. It is a reasonable division of labor.