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overview
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perspective
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open approach
mission/vision/values
company
highlights
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history
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PFPC has been a leader
in the development and deployment of new products and services to
help clients overcome new challenges. Some examples include:
Subaccounting
Originally introduced as SuRPAS™, our subaccounting was the
first recordkeeping service to maintain all shareholder positions
in a single omnibus account. We are still the market leader for subaccounting,
globally.
Online State Blue Sky Compliance Filing
The first Internet-based service, it enables the electronic filing
of state Blue Sky documents.
Online Cost Basis Accounting
PFPC introduced the first online cost basis accounting service, enhanced
to automatically calculate gains and losses at the time of redemption
for broker-controlled accounts.
NSCC Exception Workflow Processing
PFPC was the first company to offer a paperless desktop solution consolidating
NSCC exception items across a management company.
Automated Wash Sales Processing
PFPC introduced the first fully-automated wash sales processing service
for equity and fixed income mutual funds.
Unified Managed Account Platform
PFPC launched the first Web-based, Unified Managed Account platform,
providing a private-label, end-to-end solution for sponsors and money
managers.
ATM Deposit Services
PFPC was the first company to enable clients to offer their customers
the ability to deposit funds into brokerage accounts via automated
teller machines (ATMs).
Registered Hedge Fund Servicing
PFPC was the first third-party administrator for registered hedge
funds and continues to lead the market globally.
Health Savings Account Services
PFPC was the first to have a multi-fund health savings account (HSA) platform.
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