PFPC is a pioneer in the financial processing
industry with a 30+ year track record of meeting client needs through
innovation and an expanding array of investor and securities services.
Click on a year for more information.
We initiated fund
servicing and launched custody servicing for ’40 Act clients.
Partnership servicing
was introduced at PFPC.
PFPC launched banking
transaction services.
We initiated full-service
transfer agency processing.
We began servicing
third parties.
Subaccounting (originally
under the SuRPAS™ name) was introduced by Fund Associates
Limited, later acquired by the Investor Services Group (ISG) and
ultimately by PFPC.
We initiated remote
transfer agency servicing; ISG acquired Applied Mailing Services
(advanced output solutions), later acquired by PFPC.
PFPC International
Ltd. was established in Dublin, Ireland.
Registered hedge
fund servicing was launched at PFPC.
We set up a dedicated
global hedge fund servicing unit.
PFPC acquired the Investor Services Group (ISG). Launched fund accounting/custody data repository and analytics suite.
We acquired Automated
Business Development Corporation; ADVISORport.com was launched and
later acquired by PFPC.
PFPC launched AdvisorCentral®
and introduced managed account servicing. We also set up a private
equity servicing unit.
We launched a Unified
Managed Account platform, online cost basis accounting, paperless
Blue Sky compliance, automated wash sales and NSCC exceptions workflow
processing.
We launched the
Global Enterprise Platform
and a banking transaction services ATM direct client deposit service;
we also acquired ADVISORport.
We introduced transfer of assets automation, our transfer agency data repository and analytics suite, Rule 38A-1 compliance support services and Health Savings Account services.
and a banking transaction services ATM direct client deposit service;
we also acquired ADVISORport