Effecien - FundsFolio - Transfer Agency Solutions

Effecien is a global product and services company specialized in providing software services in financial services. We provide a comprehensive Transfer Agency platform for Mutual Fund services. Our Transfer Agency solution supports a wide range of fund classes and fund structures ranging traditional funds and alternative Funds simultaneously.

We are a team of professionals, experienced in bringing business transformation and providing software solutions in financial services. We help Asset Managers, providing simplest solutions to complex functionality and automate the Investor Servicing.

As demand for alternative asset classes grows, Asset Managers have to pursue continuous innovation in investment strategy and offerings to Investors. We understand these dynamics of the market and respond quickly to changing business requirements and regulatory functionalities. Our solutions facilitate the operational efficiency of all the stakeholders who are engaged in fund services, including Institutional investors, Intermediaries/Brokers, Registrar and Transfer Agents.

ƑundsƑolio

FundsFolio is Core Transfer Agency (TA) product from Effecien Software Services, incubated and evolved as a sophisticated new age platform to enable ever changing dynamics of mutual funds industry. Designed on inputs from industry insiders of 20+ years, this solution will be flexible and business intuitive platform of Transfer Agency for Investor servicing. This product supports wide number of roles and players within fund industry, ranging from Asset Managers, Transfer Agency and Distributors to provide comprehensive single stop solutions for

Investor Servicing
Transaction Processing
Fees and Commissions
Corporate Action activities
Hedge Funds / Alternative Investment Funds

All these with seamless reporting capabilities and data security standards. This will help industry player widen its customer reach, lower total cost of servicing and reduce transaction cost while maintaining room for business customization without compromising on information security features.

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Why ƑundsƑolio?

Feature Rich

All in one platform for Registrar and Transfer Agents servicing Traditional Funds (UT) and alternative investments, Fees & Commission, Corportate Actions, ETF's and many more.

No IT Infra Cost

SaaS application - No upfront hardware costs, access anytime anywhere, easily scale a solution to accommodate changing needs.

Hedge Funds

Extensive Hedge/Alternative Fund features. Equalization mock run ensure hassle-free year end process. Flexible hedge fund configuration.

User Experience

Superior user experience. Faster page load & easy navigation between pages. Mobile friendly layout (responsive design).

Customer Portal

Go digital. Let customer place or view transactions on their mobile anytime anywhere. Reduce operational cost, less number of calls from customer.

Pricing

Simple pricing model which can be affordable to every Fund Managers & administrators. We offer flat pricing model to help our customers grow their business while limiting their IT budget.