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Case study: Enhancing transfer agency through platform integration and data migration
An asset manager with a complex in-house transfer agency model
In-house transfer agency models can rely on undocumented processes and constrained systems, making operations difficult to scale and govern
The client required a structured migration to balance operations, improve data quality, and enable future growth
We embedded specialist teams to unpack complex data, integrate systems, and transition to a scalable platform
The challenge
Legacy in-house platform with limited support
Complex, undocumented processes and data structures
Difficult data extraction and migration
Small but highly complex operating model
The solution
Embedded onboarding and data specialists within the client environment
Mapped and rationalised legacy data structures
Integrated systems into a unified platform
Coordinated closely with operations and incumbent provider
The result
A more resilient, automated transfer agency model with improved accuracy and scalability.
Seamless migration of 4,800 investors and 13 funds
~$560m assets under administration ("AuA")
640,385 historic transactions migrated
Increased automation across onboarding and operations
Achieved 97% data accuracy
Strengthened operational control and growth readiness
How can we help?
Transition from in-house or legacy models to a scalable transfer agency platform
Simplify and unify complex or undocumented data structures
Embed specialist teams to support complex onboarding and migration programmes
Improve data quality, governance, and operational resilience
Enable automation to support growth and evolving distribution strategies
About Apex Group
We are dedicated to driving positive change in financial services while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices. For over two decades, we have continually disrupted the industry through our investment in innovation and talent.
Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross-asset-class platform, which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.