US Transfer Agent services
We keep your operations running smoothly, so nothing slows down your fund or your investors.
Our US-based team manages the full investor lifecycle, including onboarding, distributions, redemptions, and tax reporting, with a personalised service that keeps investors informed and operations on track.
Our Proprietary Technology Suite
Account Connect
Self-service portal
Investors and advisers get instant access to account information across all funds — no waiting on manual reports.
Profile & statement management
Manage profiles, access statements, and review historical activity through a clean, intuitive dashboard.
Request submission
Advisers and investors can submit requests directly through the portal, streamlining communication and reducing back-and-forth.
STAR Technology
Centralized recordkeeping
Vistra's proprietary system centralizes investor accounts, transactions, and fund operations in one place.
Full lifecycle support
Supports every stage from onboarding and capital calls through to distributions and compliance reporting.
Single source of truth
Gives sponsors greater accuracy and visibility with one authoritative system — no reconciliation across platforms.
Print Operations
No outside vendors
Vistra manages composition and printing entirely in-house, eliminating the handoffs and delays of outsourced print vendors.
Full document coverage
Handles checks, statements, tax documents, and investor forms — all produced from data already in our integrated systems.
Seamless process
No reformatting, no back-and-forth with a provider, and no added burden on your team. Just clean, on-time delivery.
Our Full-Suite of Fund Services
