Saturday, July 19, 2008

The ‘Next Generation’ Transfer Agency Systems Review 2008

Another report from Barrington, this time they analyzed what they call "The Next Generation" TA systems. They take a look at systems that support global on-shore and off-shore funds, systems that are capable of supporting shareholder accounting in US, European, Asian and offshore environments. Hence: they had a look at all relevant TA systems that money can buy on this planet.

Here is the list of systems they reviewed:
  • Bravura Solutions - RUFUS
  • Envision Financial Systems - PowerAgent V 6.0
  • i-flex Solutions - FLEXCUBE Investor Services
  • HWM Financial Solutions - ManTra
  • IFDS-Canada - iFAST Release x
  • IGEFI, Ltd - MultiFonds V x
  • Koger, Inc. - NTAS V 2007
  • Linedata Services - MSHARE Version x
  • Luna Technologies Ltd. MStar Transfer Agency System
  • Mutual Fund Technologies Ltd. - GFAS
  • RPM Technologies - RPM
  • Riva Financial Systems Ltd. - Riva TA
  • ARBES Group - ARBES TA
Systems reviewed are from the following countries:
  • Australia
  • Canada
  • Czech Republic
  • India
  • Ireland
  • Luxembourg
  • United Kingdom
  • United States
The survey sells for $7,000...

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