Get in touch
If you would like to speak to one of our experts about how Apex Group can help your business scale and thrive please complete the form below.
Case study: Transforming transfer agency through platform migration and automation
Multi-jurisdictional investment group
Legacy transfer agency platforms can restrict access to data, limit automation, and create fragmented investor experiences
The client required a modern, integrated model to improve transparency, streamline onboarding, and enable scalable growth
We delivered a full platform migration, integrating legacy systems and implementing a digital, automation-led transfer agency solution
The challenge
Limited access to data and processes on a legacy platform
Manual onboarding and low levels of automation
Fragmented structures across multiple jurisdictions
Complex integration with legacy systems
The solution
Led end-to-end migration from incumbent provider
Integrated legacy data into a single transfer agency platform
Implemented digital onboarding (AML and KYC)
Enabled straight-through processing via system integration
Designed a scalable operating model to support distribution growth
The result
A digitised, scalable transfer agency model with improved access, automation, and investor experience.
Seamless migration of 5,000 investors and 75 funds
$2.4bn+ assets under administration
799,592 historic transactions migrated
Fully digital onboarding with no manual documentation
Single investor view across structures
Foundation for future automation and AI enhancements
How can we help?
Migrate from legacy or third-party transfer agency platforms with minimal disruption
Digitise onboarding and investor servicing to improve speed and experience
Integrate transfer agency with fund accounting and broader operating models
Provide a single, scalable platform to support growth and distribution
Enhance data access, transparency, and operational control
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.