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Transfer Agency/Unit Registry

As the largest global transfer agency (Unit Registry in Australia) SS&C offers transfer agent services for traditional and alternative assets via a seamless global model with local presence to help you navigate an ever-changing environment and margin pressures.

Manage Operations and Grow Business


SS&C’s suite of services covers the operational needs for transfer agency services and continues to work with firms to power growth, innovate the customer experience and simplify operations.

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Why SS&C?

We’re the #1 global transfer agency and recordkeeper

35
+
Years Experience
$
17
Trillion mutual funds serviced
#
1
Largest global transfer agency worldwide
1000
+
Clients serviced globally
200
Million transactions processed annually

Worldwide Reach

Featured Resources

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Whitepaper

Choosing the Right Transfer Agent: Look Before You Switch

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Discover the key factors for selecting the right transfer agent. Avoid pitfalls and make informed decisions. Get insights now!

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Whitepaper

The Case for a Specialized Transfer Agent

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Consider a specialized transfer agent. Learn more about the five key reasons for separating from financial institutions.

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Brochure

Innovate and Simplify Connectivity with SS&C Global Transfer Agency Services

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Experience seamless connectivity with SS&C Global Transfer Agency services. Tailored solutions, cutting-edge technology, and global reach await.

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Infographic

The Key Capabilities to Look for in a Transfer Agent/Unit Registry

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SS&C Global Transfer Agency services are designed to provide clients with the technology and service structure to support your growth.

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Whitepaper

Navigating Interval Funds

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By understanding the nuances of interval funds, asset managers can provide retail investors access to illiquid asset strategies.

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