Transfer Agency and Shareholder Services
What are you looking for in a transfer agent? A comprehensive control structure? Third-party audit review? Rigorous service and quality control? Citi's transfer agency outsourcing solution is built upon industry-leading processes and services. Citi can provide comprehensive distribution channels support to broker/dealers, financial planners, registered investment advisors, institutional servicing teams, and shareholders. Utilizing a state-of-the-art platform enables our clients to grow their domestic business as well as to cost-effectively export their competitive position.
The Citi Competitive Advantage
Citi's flexible and customized business solutions become a seamless extension of your organization.
- Highest quality standards in the industry
- Superior shareholder recordkeeping/servicing and intermediary support
- Practical, customized applications and solutions
- Meticulous internal and external independent audit review
- Product development and distribution support
Citi employs a real-time platform with surround technology modules for flexible and customizable business solutions.
- Industry portal access and integration
- Real-time data extraction capability
- Expandable database supports the importation of data from multiple sources/initiatives
- Web-based sales reporting
- Real-time cash reporting
Product Development and Distribution Support
Citi helps keep your business competitive with new product support and distribution links.
- Innovative 22c-2 total technology, compliance and service solution
- Flexible load, share-class, and commission processing
- Widest array of clearing and trading platforms