BBH has deployed Infuse Transfer Agency to its TA clients. Infuse TA is a digital experience integrated into BBH’s Infuse client portal, providing clients with a single view, in real time, of their entire investor onboarding process and shareholder register. Launched in 2020, over 60 asset managers distributing globally now have access to Infuse TA.
This new experience provides transfer agency clients with the following benefits:
Provides greater transparency with a real-time view of the status of investor account openings, risk ratings, AML controls and applicable AML requirements;
Delivers efficiencies for investor relations and operations teams, helping them service investors more proactively;
Enhances oversight of the account opening process to ensure a smoother experience for investors, and better reporting for management and boards.