KOGER, a global financial services technology company, has beefed up its flagship fund administration platform to address the additional challenges the industry face.
The company offers an end-to-end digital ecosystem for investor services with complete compliance, workflow and document management, and client web portal functionality.
KOGER’s product suite now automates a full range of administrative responsibilities including fund onboarding and offboarding; Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance; ongoing customer due diligence; anti-tax evasion regulatory compliance (FACTA and CRS); Customer Lifecycle Management (CLM); and business process management.
Ras Sipko, KOGER’s Chief Operating Officer, said: “Our advanced GDPR-compliant platform now includes a regulatory and compliance engine, an open source client web portal, and a workflow and document management solution. It ultimately provides a full-service, end-to-end, real-time digital ecosystem that addresses the broad range of administrative challenges the industry faces while simultaneously providing full operational transparency to all stakeholders.”
Its flagship transfer agency system (NTAS) supports $2trn in assets from hedge funds, private equity funds, pension funds, money market funds, mutual funds and retail funds.
“Even if you are pleased with aspects of the platform you are presently using but require more components to make it complete, our solutions can still be purchased as individual modules that can be seamlessly integrated into your existing suite to create your own comprehensive, end-to-end solution. KOGER is no longer just NTAS,” Sipko added.
Earlier this year, KOGER launched open-source client portal for financial institutions, asset managers, and fund administrators.
The financial services software provider said the new portal works in tandem with the systems financial firms already have in place. It interfaces with all systems and offers complete functionality with full operational transparency, meaning firms can deploy with their current technology.
Copyright © 2018 RegTech Analyst
Copyright © 2018 RegTech Analyst
