Solving the biggest hurdles in fund administration through domain expertise

It’s a common story for investment firms: based on your early success, you’re able to raise more capital and expand into new fund types, industries, and geographies. But as you grow, the firm’s third-party administrator can’t keep up, forcing you to find a new administrator, which can take time and money.

Recent data suggests this is the number-one reason firms switch administrators: as their ventures become more complex, they require greater support. The solution is a partner that can scale with you, but large, impersonal companies often don’t have specialized knowledge in key areas.

As you take on new fund types and geographies, they will require more specialized solutions. You could hire multiple administrators, but would lose oversight, or could try to do everything in-house, but would miss out on the stable infrastructure of a third party.

JTC Americas offers a different solution: deep expertise in a variety of specialized fields that allows us to offer personalized service across multiple sectors along with the ability to scale while keeping a close relationship with our clients. That’s our commitment to domain expertise.

As NES Financial, we helped make financial services more effective by using proprietary technology to provide security, transparency and compliance oversight for complex sectors such as 1031 tax-deferred exchanges, EB-5 visa investments, Opportunity Zone funds, and Private Equity.

Following our acquisition by JTC, we entered a new era, expanding our offerings to include Impact & ESG Funds accepting foreign capital, Special Purpose Vehicles across geographies, Fund-of-funds, trust services, and a range of compliance reporting and corporate governance solutions.

This broad domain expertise is unmatched in the fund administration space, and it means we’re able to encourage our clients’ growth, facilitate expansion into new industries, and ease growing pains for funds and the people behind them.

A key aspect of client services is efficiency. Instead of working with several different teams or going through a middleman to get the answers you want, our “one team” approach means you’ll have client services ambassadors who get to know your needs and processes intimately, and who actually possess the relevant expertise to answer questions and solve problems when they arise.

At JTC Americas, we challenge ourselves to continually bring new solutions to the areas we serve. While others use off-the-shelf technology and methods, we develop key pieces of our technology in house. Instead of outsourcing accounting labor, we leverage advanced data management to deliver faster, more accurate results. And thanks to JTC’s 1,200-person workforce across 19 jurisdictions, our clients always have local support and knowledge.

We believe this combination of domain expertise, market specialization, and personalized client service is unique in the fund administration space. No matter your firm’s ambitions, we’re able to grow with you and support you at every step.

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To find out more about our Fund Administration solutions, download our Outsourcing Fund Administration in Private Equity whitepaper today!

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