One platform for streamlined investor servicing operations
Multifonds delivers a single, global solution for investor servicing and transfer agency. It simplifies onboarding, enhances automation, and ensures full investment lifecycle oversight. Supporting multiple fund types and jurisdictions, it helps firms reduce risk, improve control, and meet regulatory demands with a digital-first approach.
Key benefits
Streamlined Distribution Chain
The platform leverages API integration, as well as SWIFT and NSCC connectivity with counterparties, allowing you to reduce operational complexity and risks. This helps firms find new efficiencies and deliver faster, more accurate investor interactions across fund structures and jurisdictions.
Simplified Investor Due Diligence
What used to take months, we can do it in days. Built-in regulatory logic helps firms comply with both global and local legislation, including FATCA and CRS. The system automatically identifies US and non-US accounts, applies FATCA classifications, and captures CRS-required details such as tax residency and TIN.
Enhanced Processing Automation
Through integrated workflow, controls, and exception management frameworks accompanied by a transaction dashboard that allows you to oversee the full investment lifecycle for all fund types.
Multi-Assets & Jurisdictions
Multifonds supports over 40,000 funds across 35+ jurisdictions, including complex fund structures like private equity, hedge funds, LPGP. This flexibility allows firms to administer a wide range of products and investor types in one centralised environment, simplifying operations while supporting growth.
Superior Digital Investor Experience
From digital onboarding to ongoing investment management, the platform supports a modern, seamless investor experience. It enables access anytime, anywhere, across devices. By offering a truly digital engagement model, firms can differentiate themselves and improve investor satisfaction across fund types and global markets.
Onboarding an Unlimited Number of Investors
With sophisticated KYC and AML frameworks, whilst managing your traditional and alternative funds all together on a global platform.
Multifonds is a very well recognised partner for managing transfer agency for open-ended funds. That not only gave us confidence in the solution, but gave us extra credibility when we spoke to clients about it. It has definitely become a key selling point to win new clients.”
Joanna Chuda, Head of Fund Accounting at Alter Domus
Reimagine your investment operations with our best-in-class solution. Talk to our experts to build a scalable IT strategy plan that suits your organisation.
