Fenergo Client & Investor Lifecycle Management enables Transfer Agents and Fund Administrators to have full visibility on investor activity in real-time through a number of targeted dashboards that provide a snapshot-view across the business.

Transfer Agents and Fund administrators can deliver a digitalized, enhanced experience to both the client and the investor by transforming manual processes into automated workflows.

Uniquely designed in partnership with our financial services client community, Fenergo Client & Investor Lifecycle Management enables Transfer Agents and Fund Administrators to place both the client and the investor at the epicenter of all business processes.

Benefits for Transfer Agents and Fund Administrators include:

  • Simplified Client & Investor Onboarding
  • Multi-Level Dashboards providing full visibility on Client and Investor activity
  • Compliance by Design powered by a 360 Client and Investor View
  • Improved Revenue Generation with Regulatory & Brand Protection