List of Metrosoft Fundsphere Compliance TA Customers
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Since 2010, our global team of researchers has been studying Metrosoft Fundsphere Compliance TA customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Metrosoft Fundsphere Compliance TA for Transfer Agency from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Metrosoft Fundsphere Compliance TA for Transfer Agency include: Apex Fund Services, a Bermuda based Banking and Financial Services organisation with 13000 employees and revenues of $3.25 billion, Schroders, a United Kingdom based Banking and Financial Services organisation with 6071 employees and revenues of $3.21 billion and many others.
Contact us if you need a completed and verified list of companies using Metrosoft Fundsphere Compliance TA, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Apex Fund Services | Banking and Financial Services | 13000 | $3.3B | Bermuda | Metrosoft | Metrosoft Fundsphere Compliance TA | Transfer Agency | 2017 | n/a |
In 2017, Apex Fund Services deployed Metrosoft Fundsphere Compliance TA across its global transfer agency operations from its Luxembourg centre. Apex Fund Services implemented Metrosoft Fundsphere Compliance TA to support Transfer Agency compliance and KYC functions across 33 offices worldwide, centralizing transaction monitoring and sanctions screening for transfer-agency compliance.
The Metrosoft Fundsphere Compliance TA implementation delivered real-time transaction monitoring and sanctions screening capabilities, integrated into transfer-agency compliance and KYC workflows to strengthen AML controls and operational efficiency. The deployment expanded reporting capabilities and positioned compliance teams for readiness with evolving AML regulations, while providing a centralized monitoring and case management capability for transfer agency operations managed from Luxembourg.
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Schroders | Banking and Financial Services | 6071 | $3.2B | United Kingdom | Metrosoft | Metrosoft Fundsphere Compliance TA | Transfer Agency | 2017 | n/a |
In 2017, Schroders implemented Metrosoft Fundsphere Compliance TA to centralize Transfer Agency processing for cash flow and fund oversight. Metrosoft Fundsphere Compliance TA supports Transfer Agency cash flow and fund oversight functions across Schroders investment operations.
The implementation configured core Transfer Agency capabilities including Transfer Agent cash flow processing, static data reconciliation, mandate setup verification on the Fundsphere platform, and daily reconciliation workflows between internal platforms. Procedural documentation was drafted and maintained for TA cash flow processes, and the team assisted with design and implementation of updates and enhancements to processes and system configurations to embed controls.
Operational coverage emphasized UK-based processing following a transition of Transfer Agent cash flow functions from Luxembourg, with outputs provided to global investment teams. The TA team performed daily reconciliations between internal platforms, reconciled static data sources to confirm mandates were set up correctly on the Fundsphere platform, supported investment team queries, and liaised with IT support to investigate missing files and resolve discrepancies.
Governance and workflow changes centered on establishing an effective control framework, documented procedures for TA cash flow, daily reconciliation controls, and a formal escalation path for exceptions. Schroders assigned fund oversight specialists to maintain procedural documentation, enforce controls, ensure accurate mandate configuration in Metrosoft Fundsphere Compliance TA, and provide timely Transfer Agent cash flow information to global stakeholders.
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