How we help fund administrators and transfer agents

Lower administration and compliance costs and automate your transfer agent duties with our all-in-one digital solution.

Automate your transfer agent duties

  • Fully automate orders, settlements, and reconciliation
  • Calculate share ownership, fund performance, fees, accruals, and carried interest
  • Easily coordinate auditing and statutory reporting
  • Keep records in a centralized data room
  • Automate your capital calls

Integrated payment management

  • Request and clear payments
  • Freeze accounts or fund transfers
  • Process  all investor-related transactions

Digitalise your investor due diligence

  • Track and clear AML/KYC
  • See audit trails of changes to client data and investments
  • Manage and maintain investor information
  • Review and categorise investor risk

Streamline your compliance reports

  • View all records and compile compliance reports
  • Easily download compliance and regulatory information with one click
  • FATCA and CRS compliance

Join our network of industry leaders

Clients with more than €1  billion in assets under management have used ScalingFunds to cut costs and raise capital more efficiently than ever.

Incorporating ScalingFunds’ state-of-the-art technology allows us to more efficiently structure our financial holdings. This complements the innovative approach we take in real estate construction and development.

Eamon O’Connor
CEO, Uavend

Request more information

Connect with our experienced sales team for questions and information about our product features and pricing, and to get a product demo.

Peter Wilson
Director, Sales & Business Development EMEA

Callum Fleetwood-Storey
Business Development Associate

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