Objective

One of EFA’s main objectives is to streamline processes and reduce costs throughout the fund operations value chain, by ensuring information flows easily and faultlessly. With this aim in mind, EFA works on your behalf to create flexible, reliable and automated connections

• to your own legacy systems
• to your third party business partners: investment managers, custodian banks, prime brokers, brokers, distributors, etc...

Network

EFA currently connects to:

• Over 2000 fund distributors outlets at register level in more than 30 countries
• Over 2100 brokers
• 325 investment management companies
• 90 custodian banks
• 8 prime brokers

Method

EFA’s technology platforms allows continuous access to transaction, fund accounting and shareholder data. EFA’s clients have constant data access,  via the Internet, e-mail, FTP or more traditional communication methods.

EFA also uses SWIFT format messages to accommodate electronic interfaces with a wide variety of portfolio management, custody and transfer agency systems.