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HOME PAGE
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open to working on your terms
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open technology for the agility you need to compete
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open to delivering exactly the service mix you want
terms of use
site map
ABOUT PFPC
overview
our perspective
our open approach
mission/vision/values
company highlights
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Tier 1 industry rankings
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PFPC corporate locations
PNC companies
PFPC worldwide
our history
our timeline
our innovations
OUR SERVICES
overview
case studies:
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Transfer Agency: Bringing Outside Expertise Inside
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Managed Accounts: Helping a Client Change Its Game to Compete More Effectively
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Fund Accounting: Helping Clients Manage Shareholder Risk through Greater Flexibility
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Custody: Enabling Idle Cash to Earn Income
our service approach
case studies:
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Subaccounting: Helping Clients Do More with Less
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Fund Accounting: Creating a More Accurate Reasonableness Test
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Marketing and Distribution Services: Focus for Growth
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Fund Accounting: Turning a Loss Into a Gain
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Subaccounting: Improving the Speed of Conversion
service delivery options
full-service outsourcing
case studies:
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Transfer Agency: The Benefits of Full-Service Outsourcing
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Fund Start-Up Services: The Start-Up Advantage
shared-service arrangements
case study:
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Transfer Agency/Customer Management Suite: Shared Services, Dramatic Results
remote servicing
case study:
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Subaccounting: Enhancing Control through Remote Service
global capabilities
full scope of PFPC services
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Services for Asset Managers
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Services for Distributors
investor services
Investor Services - U.S. Services
Shareholder Services
Subaccounting
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PFPC's PR3 file is the industry
Transfer Agency
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Shareholder Recordkeeping
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Call Center Services
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Broker/Dealer Support Services
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Financial Planner Support Services
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Data Delivery
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Internet Account Management
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E-Delivery
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AdvisorCentral
®
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Retirement Plan Support
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Investor Processing Solution
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529 Plan Services
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Proxy Services
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Year-End Tax Guide
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Cost Basis Accounting
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Customer Management Suite
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Data Repository and Analytics Suite
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Health Savings Account Services
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Liquidity Portal
Regulatory and Compliance Support Services
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CCO Support Services (Rule 38a-1)
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Rule 22c-2 Services
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Omnibus Transparency Services
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Books and Records Services
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Shareholder Settlement Administrative Services
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USA PATRIOT Act Services
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Advertising Review Solution
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Blue Sky Services
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Alternative Investments State Compliance Services
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Enhanced Authentication
Marketing and Distribution Services
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Strategic Planning and Research
• Disclosure Digest Services
• For Advertising Agencies
• For Fund Companies
Advanced Output Solutions
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Automated Document Factory
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Online Output Management
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Custom Statement Services
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Multicheck Production Services
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Special Mailings
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E-Delivery and CD-ROM
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Postal Optimization
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Repositionable Notes
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AOS Reports
Managed Account Services
Alternative Investment Services
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Fund of Funds Services
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Private Equity Fund Services
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Registered Hedge Fund Services
International Fund Services
Beneficiary Asset Retention Programs
Fund Start-Up Services
Banking Transaction Services
Debit Card/Check Processing and ACH Services
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ATM Deposit Services
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Cash Sweep Solution
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Bill Payment and Presentment Services
Investor Services - Global Services
Transfer Agency
European and Offshore-Domiciled Fund Services
Alternative Investment Services
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Performance Fee Equalisation
Imaging
E-Solutions
Fund Start-Up Services
securities services
Securities Services - U.S. Services
Accounting, Administration and Custody Services
Accounting and Administration Services
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Fund Accounting and Recordkeeping
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Security Pricing
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Corporate Actions
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Tax Services
Regulatory and Compliance Support Services
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Blue Sky Services
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CCO Support Services (Rule 38a-1)
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Fund Accounting Compliance Support
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Regulatory Administration Services
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Advertising Review Solution
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Alternative Investments State Compliance Services
Global Custody
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Securities Processing
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Safekeeping and Trade Settlement
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Income Collection
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Corporate Actions
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Cash Management
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Data Repository and Analytics Suite
Securities Lending Services
Alternative Investment Services
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Fund of Funds Services
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Private Equity Fund Services
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Registered Hedge Fund Services
International Fund Services
Fund Start-Up Services
Securities Services - Global Services
Front and Middle-Office Services
Trade Support and Middle-Office Services
Back-Office Services
Fund Accounting and Recordkeeping
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Security Pricing
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Corporate Actions
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Financial Statement Production
European and Offshore-Domiciled Fund Services
Alternative Investment Services
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Fund of Funds Services
Trustee and Custodial Services
Management Company Accounting
Fund Start-Up Services
other services
Insurance Industry Services
Advanced Output Solutions
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Multicheck Production Services
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Postal Optimization
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AOS Reports
Blue Sky Services
Investor Processing Solution
Variable Annuity Unit Value Solution
Managed Account Services
Shareholder Services
Healthcare Industry Services
Health Savings Account Services
Advanced Output Solutions
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Multicheck Production Services
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Postal Optimization
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Healthcare Statement Services
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Repositionable Notes
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AOS Reports
OUR TECHNOLOGY
overview
case studies:
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Delivering Unprecedented Capabilities through Openness
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Cross-platform Integration Drives Operational Economies
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Enabling Customization and Efficiency through Componentization
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A Platform Structured to Enhance Service Capabilities
core attributes
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Configuring for a competitive edge
multi-tier, service-oriented architecture
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The GEP is PFPC’s open architecture
modular by design
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Services are configured to support your every need
open, unified access
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The right information from every perspective
a legacy that supports your agility
differentiation
response to market drivers
key benefits
CAREERS
overview
jobs at PFPC
benefits
submit your resume
NEWS
overview
newsroom
press releases – 2007
press releases – 2006
press releases – 2005
press releases – 2004
press releases – 2003
events and speaking engagements – 2007
events and speaking engagements – 2006
events and speaking engagements – 2005
events and speaking engagements – 2004
insights
headliners
feature articles – 2005
feature articles – 2004
feature articles – 2003
white papers
brochures
case studies
CONTACT US
overview
contact points
information request
© 2004 - PFPC Worldwide Inc. All rights reserved. A member of The PNC Financial Services Group.
