— Digitally led fund administration solutions
We are your virtual back office
We are one of the largest providers of back office fund administration in New Zealand. Our Member & Investor Services (registry), and Portfolio Services (custody, investment accounting & wrap) provide a complete package of back office solutions to financial services providers including fund managers, banks, iwi, government entities and KiwiSaver providers.
The breadth of our administration capabilities lets us provide considerable synergies and benefits to our clients. In turn, this lets them focus on their core expertise instead of being distracted by having to build and manage a back office operation.
In many instances we act as our clients virtual back office – for example, investors don’t see the Trustees Executors brand, yet we hold over 20% of KiwiSaver member accounts.