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...


EFA currently connects to:

  • Over 1,000 fund distributors outlets at register level in more than 85 countries

  • Over 1,300 brokers

  • Over 250 asset managers

  • 94 custodian banks

  • 14 prime brokers


EFA's technology platforms allow 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.