Fund Administrator Migrations

Looking to switch your fund administrator?

In today's complex financial landscape, relying on expert fund administration is crucial. But are you truly getting the support you need?

Many fund managers are realising their current providers aren't meeting their evolving needs, with over 13% planning to switch administrators in the next 18 months. Are you one of them?

The fear of a complex and time-consuming transition often keeps fund managers stuck in suboptimal partnerships. But the reality is, staying with a hindering provider can be more disruptive than making a change. Don't wait until the pain of staying outweighs the perceived pain of leaving.

At Ocorian, we understand the challenges. With learnings from 85 migrations in 3 years, we've created a series of resources to guide you through a seamless fund administrator transition. Explore common pitfalls, learn how to overcome them, and discover the key ingredients for a successful switch.

Contact the Fund Services Team for more information.

85+

fund migrations in 3 years

Is it time to switch your fund administrator?

From missed deadlines, hidden fees and poor communication to outdated technology, unclean data and upset investors, we'll cover the key reasons why you might be considering a change of fund administrator.

Killer questions to ask in the RFP process

From data security to fee structures, reporting to client service, the team reveals the killer questions you MUST ask during the RFP to help you make an informed decision and avoid costly mistakes down the road.

Overcoming data challenges

From missing data to manual data entry errors, the team explores the common pitfalls of migrating to a new fund administrator. Learn how to achieve data clarity and meet investor expectations by getting it right the first time!

How long does a migration REALLY take?

The team discuss the importance of realistic timelines, risk management, and a clear alignment with the outgoing administrator. This video dives into the realities of planning to execute a smooth transition and avoid costly delays.

Navigating unexpected migration challenges

From data inaccuracies to accelerated timeframes, hear real-world experiences from Ocorian's Fund Services team of fund administrator migrations, including the successful transition of a 1500-unit social housing portfolio.

Multiple fund admins: Smart move or operational overkill?

Is using multiple fund administrators a strategic advantage or an operational nightmare? The team discuss the risks of consolidation, the complexities of managing multiple data streams, and the benefits of fostering competition.

What is the key to a successful fund migration?

This video explores the vital role of a dedicated onboarding team and how a combination of expertise, robust processes and meticulous planning can ensure a seamless migration.

The tech fuelling painless fund administrator migrations

Discover how automated cash management, bi-directional workflows, and digital onboarding tools are meeting rising investor expectations for automation and transparency.

space

Why switch to Ocorian?

A strong track record of migrations

In the last 3 years, the onboarding & solutions team has successfully completed over 85 migrations from our competitors.
Dedicated global onboarding and solutions team

Migrations can be challenging, so we have built a dedicated onboarding & solutions team to ensure seamless migrations, minimise disruption, and hit deadlines. The team are adept at navigating unexpected challenges, such as data inaccuracies. Our team ensures that you receive regular updates on the progress of your migration.
Advanced technology ecosystem

At the heart of Ocorian's operations is the eFront platform, serving as the core ledger and the single source of truth for all data. Ocorian have invested in our technology ecosystem to include automated cash management, bi-directional workflows, and digital investor onboarding tools to deliver exceptional fund administration solutions to GPs and investors.