Transfer Agents:
Handling Client Relations for Investment Management Firms

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Date Published: January 18, 2023
Summary PowerPoint Deck: 465 Slides

Reference PowerPoint Deck: 2,380 Slides

The purpose of this research is to provide readers with a comprehensive understanding of transfer agents. The research includes an analysis of leading players by segment and predictions for the future of transfer agents. This research is part of Tiburon's broader coverage of wealth & investment management technology & outsourcing strategies.

This research defines key distinct market segments of transfer agents, including:
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And this research makes several future predictions for transfer agents, including:

  • Moderate Growth in Transfer Agents
  • Future Prediction #2


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