Product Details

Managing Fund Share Registry or Transfer Agency Record Keeping in a Wealth Management environment.
-Common Shareholder Database
-Joint tenancy holdings
-Unit Trading or Cash Sweep to Units
-Automatic Bid Offer Pricing
-Integrated Commission Accounting
-Shareholder Dividend Processing
-Cheque or Direct Bank Deposit Distribution
-Shareholder Portfolio View of Multi-Fund Investmnents
-Integrated with Fund Accounting

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