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Transfer Agent Investing

 
 

Investment Systems Company - investmentsystems.com

ISC offers proprietary integrated portfolio management and accounting systems built on the iSeries - AS/400 platform used by investment managers and investment companies

shareholder recordkeeping financial software fixed income transfer agent shareholder accounting mutual fund portfolio transfer agency systems funds management mutual fund administration asset management bonded debt bonds payable investment advisors bond payable net asset value capital management housing authority nav fund accounting net assets

 

U.S. Bancorp Fund Services, LLC - usbfs.com

Provides investment companies with a solution for running mutual funds, including fund administration, compliance, accounting, distribution, transfers, distribution and market services

mutual fund administration lending fund shareholder tax U.S. Bancorp custody legal distribution offshore fund trust broker accounting partnership reporting recordkeeping transfer agent operations compliance investment

 

Stock Transfer Agent Resource Center - stocktransfer.com

Information and related consulting services including SEC updates and investor relations news for IPOs, securities lawyers, underwriters, and others in the securities industry

initial public offerings services EDGAR shareowners DTC securities processing investor relations EDGAR escrow agent stock transfer agent certificates stocks transfer of shares stock transfer SEC emerging companies escheatment recordkeeping shares to be transferred transfer online CPAs

 

MBIA - Fund Services - mbia.com

Provides portfolio accounting, fund administration and shareholder record keeping

Fixed-income investment management MBIA Transfer agent Monoline Private finance initiative Equity investment management Credit enhancement CDO Operating assets Triple-A Mortgage-backed securities Consumer asset finance Investment accounting services Infrastructure finance Mutual fund services Fund administration Corporate structured finance Triple-A. Public private partnership Investment pool Guaranteed investments

 
 

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