Transfer Agent Software
Equitrak is a complete Transfer Agent software solution. The system's streamlined processing capabilities and its integrated enterprise
features, from document generation to CRM, can dramatically improve your organization's competitive offerings.
Equitrak's Transfer Agent features are highly intuitive and include:
- Investor Registration
- Subscriptions and Redemptions
- Class and Series Processing
- Allocations
- Incentive Fees
- Management Fees
- Series Collapses
- Share Equalization
- HWM and Crystallization
- Exchanges and Transfers
- NAV Calculations
- Tranche-Level Processing
- Investor Reporting
- Management Reporting
