Multiple vendors, no single source of truth.
Industry problem
Fund administration is running on yesterday’s infrastructure.
The platforms powering global fund administration were designed for a different era. The gap between what the industry needs and what legacy technology can deliver is widening.
92% of asset servicers say legacy systems constrain innovation — Deloitte 2025
Five Compounding Forces
No single point of relief
What the industry is facing
1990s architecture, prohibitive switching.
Prolonged modernization programs (many multi-year).
Mutable data, retrospective reconciliation.
AIFMD II · DORA · EU AI Act · T+1 · MiCA
What’s holding it back
Can’t modernise without full rebuild.
Release cycles in quarters, not weeks.
DLT layer can’t be retrofitted.
No attestation chain for DORA / EU AI Act.
Bolt-on creates new reconciliation gaps.
These are architectural problems, not feature gaps. SMART-TA is a modern transfer agency platform designed to close them. Multi-jurisdictional, DLT immutable audit trail, AI-governed, and tokenisation-ready.
Operational cost
The operational cost of standing still.
79% of asset servicers still rely on manual workflows — Deloitte 2025 Global Asset Servicing Study
The cost you’re carrying
Dedicated teams, daily cycles, compounding errors.
New funds or jurisdictions add operational cost.
Every regulation lands as unbudgeted project cost.
Budget that should fuel growth gets trapped in legacy upkeep.
Opaque pricing, mandatory upgrades, no leverage.
Why it can’t be optimised further
Difficult to automate across operational silos and architectures.
Every report starts with data gathering and validation.
Vendor release cycles dictate your pace of change.
The result is predictable: manual operations stay manual.
New jurisdiction = new implementation, not configuration.
Without the right architecture, growth drives cost, not revenue. SMART-TA delivers one platform and one operational model to close the gap.
The solution
How SMART-TA changes your operations.
From manual overhead and linear cost growth to intelligent, scalable operations.
Today
Dedicated staff, daily cycles, month-end scramble.
Every new fund or regulation = more operational cost.
Manual AML/KYC, paper-heavy, error-prone.
Siloed platforms, duplicated effort, no handover.
SLAs tracked in email, KPIs assembled manually.
With SMART-TA
Automated workflows, exceptions raised and managed in seconds.
Platform monitors workload and provides redistribution intelligence.
Integrated AML/KYC, eligibility checks, screening.
24/7 handover, any jurisdiction, same system.
Real-time productivity, cost, and compliance visibility.
SMART-TA transforms operations, delivering intelligent automation, dynamic resourcing, and real-time visibility at scale.