How to switch your fund administration provider
Changing third party fund administrator isn't as burdensome as you think. Turn a fresh page with Ocorian.
How to switch your fund administrator
In this guide we examine:
- The key reasons fund managers switch their fund administrator
- How to assess your current administrator and address red flags early on
- Is the grass greener? At what point does it make sense to look elsewhere?
- How to overcome the hurdles of switching fund admin that are keeping you up at night
- What to look for in your new fund services provider
- The Ocorian approach to ensuring a successful fund migration
Looking to switch fund services provider?
Ocorian supports asset managers across the full fund lifecycle, combining deep technical expertise, institutional-grade technology and a dedicated onboarding approach.
Our onboarding teams help managers reset their operating model and strengthen investor trust from day one. To arrange a call to discuss your requirements, please contact our Business Development Team.
