Financial services company Cantor Fitzgerald plans to transfer 50 of its alternative investment funds to the LODAS Transfer Agent Platform for enhanced administration and streamlined operations.
Title: Partnering with the Industry's Pioneering End-to-End Automated Transfer Agent 🤝
Yo, folks! Listen up, because we're about to talk about some game-changing news in the world of investment. LODAS Markets, Inc., the transfer agent pioneer offering fully automated solutions across the entire investment lifecycle, recently scored a major win!
Cantor Fitzgerald, a top-tier global financial services firm, has chosen LODAS' Transfer Agent Platform to support over half of their alternative investment funds. That's right, Cantor Fitzgerald is transitioning 50 of their alternative investment funds to LODAS' platform.
So, what's so special about this platform? Well, it's like the ultimate Swiss Army knife for investment management. It offers an all-in-one package that integrates subscription processing, automated operations and payments, and API-connected third-party financial tech providers, intermediaries, and banks. This means fewer errors, lower costs, and a smoother ride for alternative investing from onboarding to exits.
Jay Frank, President of Cantor Fitzgerald Asset Management, had this to say, "We're all about delivering the best experience for our advisors and investors. Working with LODAS allows us to scale faster and boost the overall experience for advisors and investors across our alternative investment offerings."
Brian King, CEO of LODAS Markets, added, "This move marks a new era for alternatives. We're fired up to team up with Cantor Fitzgerald Asset Management and power every stage of the investment lifecycle - from onboarding to exits - with digital-first solutions that reduce friction and boost investor confidence."
This partnership signifies a commitment to modernizing the alternatives industry via innovative technology solutions. The LODAS Transfer Agent Platform eliminates manual inefficiencies that have long plagued private markets by automating every stage of the fund and investor experience, including subscription processing, shareholder management, payment services, and investor exits.
Want to know more? Click here or book a demo to find out more about this revolutionary platform!
About LODAS Markets
LODAS Transfer is all about streamlining the administration of alternative and real estate investments. As an SEC-registered transfer agent, they offer modern, technology-driven solutions for maintaining investor records, handling ownership changes, and assisting with compliance and reporting obligations. By integrating seamlessly with investment platforms and fund managers, LODAS Transfer boosts efficiency, transparency, and investor confidence. LODAS Transfer LLC is a wholly owned subsidiary of LODAS Markets, Inc. LODAS Markets also owns LODAS Securities LLC, a FINRA- and SEC-registered broker-dealer that operates a secondary market for alternative investments.
Media Contact
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Source: LODAS Markets
Footnotes
[1] LODAS Transfer Agent Platform combines subscription processing, automated operations, and payment services, and integrates with third-party financial technology companies, intermediaries, and banks via APIs.
[2] The LODAS Transfer Agent Platform aims to reduce manual errors and lower costs associated with manual processing by automating operations.
[3] Seamless digital-first solutions offered by the LODAS Transfer Agent Platform claimed to reduce friction, boost investor confidence, and enhance the overall experience for advisors and investors.
- The LODAS Transfer Agent Platform, a technology solution from LODAS Markets, integrates subscription processing, automated operations, and payments, making it a cloud-based, all-in-one package for the investment management industry.
- By adopting the LODAS Transfer Agent Platform, Cantor Fitzgerald is aiming to modernize the management of over half of their alternative investment funds, targeting fewer errors, lower costs, and a smoother experience for advisors and investors alike.
- The news of Cantor Fitzgerald's partnership with LODAS Markets strengthens the commitment to technology compliance in the finance business, as the platform's automation ultimately aims to boost investor confidence and streamline various business aspects, including compliance reporting.
