TA – Holdings API
Transfer Agency – Holdings API
Extract unitholder (investor) level holdings data.
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Why use these APIs?
Our Transfer Agency APIs enables you to access all the key data you require for your daily transfer agency processes.
Key Features
- Real-time information
- Integration with Existing Systems
- Increased Automation
Transfer Agency – Holdings API
This API retrieves unitholder – fund level holdings data which can be both settled and unsettled units.