Regulatory changes in the past decade have significantly changed the role of the transfer agent. Recognizing the evolution demanded by these changes, our transfer agency module has been designed with flexibility at its heart. It enables companies to better manage their subscription and redemption lifecycle, shareholder registry and unit allocation. Managers can access and edit their clients’ profiles in real time, and take advantage of the scalability offered by the module.
In order to maintain full control over the movements of the fund’s investors, Prospero offers a dedicated Transfer Agency module covering the following features:
Prospero allows clients to deliver detailed and accurate high-quality reports to their investors. Each report is based on templates that can be configured to the individual requirements of the client with extensive options for charts and additional details. These reports can be scheduled to run at pre-set intervals and once generated, can be printed, converted to PDF files and e-mailed to the clients, or simply uploaded to the client’s own private account on the web portal.
The Partnership Accounting module lets you handle the limited partnership’s specific tasks.
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