Temenos Multifonds Investor Servicing & Transfer Agency

Transform your investor servicing and transfer agency activities with a single, global solution to deliver a step-change in efficiency, control and oversight.

A Modern Digital Experience for the Full Investment Lifecycle

It has become paramount for managers to differentiate themselves with a truly digital experience for investors, from seamless digital onboarding to managing their investments, anywhere, anytime.

Temenos Multifonds provides a single environment across all fund types, in multiple jurisdictions to reap the benefits of increased oversight and control, streamline operation, and reduce risks.

To support global operating models, not only for core functions of investor record keeping, but also for administration processes for the full investment lifecycle : investor due diligence, cash management, distribution fees and retrocessions, performance fees, data protection and tax.

Multifonds Investor Servicing & Transfer Agency

Streamline the distribution chain by digitizing the onboarding process with a modern technology platform. Leveraging our sophisticated Investor Servicing app and API integration and benefiting from SWIFT and NSCC connectivity with counterparties, to find new efficiencies and reduce risk. 

Supporting multiple fund structures on a single, global platform

Managing over 30,000 funds across 35 jurisdictions, supporting multiple fund types: private equity and various hedge fund structures, including limited partnerships, series of shares and investor equalization.

Drive ultimate operational efficiency through enhanced automation

Integrated workflow, controls and exception management frameworks to enhance automation and oversee your operations through an exception-based processing model.

The role-based dashboard helps oversee the full investment lifecycle for traditional and alternative funds, from receiving electronic order instructions, to cash management, dealing and pricing.

Temenos Multifonds

Simplify investor registration & due diligence

Integrated and sophisticated KYC and AML frameworks guide users through the requirements for appropriate due diligence, not only at registration, but throughout the lifespan of an investor’s holding.

API-first architecture allows easy integration with back-office and 3rd party applications.

Continuous regulatory support

Continual support for global regulation and local legislative requirements like FATCA and CRS reporting. Our built-in logic identifies US and non-US accounts and their corresponding FATCA categorization, as well as CRS-related information, including tax residence(s), TIN and self-certification.”

Trusted by Global Top Fund Administrators

Measurable success

9 of the top 15

global fund administrators supported

30+ countries

30000+ funds


$10 trillion

assets supported

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