Our advanced proprietary systems offer clients a significant opportunity to increase operational efficiencies, control costs and improve the quality of service they provide their customers.


Proprietary Transfer Agency Technology

PFPC's versatile transfer agency systems provide the ability to directly control processing, minimize downtime, customize shareholder services and access remotely via electronic interface. Our systems have extensive data retention capacity and also permit multiple, real-time data accessing options. Built to process millions of transactions daily, our advanced platforms provide a state-of-the-art environment for supporting the growth and strategic initiatives of our clients.


Proprietary Fund Accounting Technology

PFPC's sophisticated investment accounting system offers the flexibility and features to handle the industry's most complex securities and fund structures. A robust single platform, our technology can accommodate virtually any growth need at home or abroad. Our daily electronic interfaces with investment advisors and other fund parties help to ensure the timeliness and accuracy of your accounting data.


PFPC DataStation

With PFPC's data warehouse tool, we can provide you with convenient Internet access to fund accounting and custody data at any time. In addition, DataStation provides clients with T+1 portfolio information directly on their desktops. Data is accessible through a variety of methods, including Internet, dial-up, data transmission and network access.

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Our Proprietary Technology

Proprietary Transfer Agency Technology

Proprietary Fund Accounting Technology

PFPC DataStation