Solutions

The modern "all-in-one" transfer agency software for your global funds business.
ZILO™ is future-ready and built for constant change: market, regulatory, software, investor, and yours. Our global roadmap and commitment to continuous improvement and operational resiliency ensures decades of value for your business.

One-system design

The ultimate transfer agency system. All the functions that your operations team needs are into the platform—registry, dealing, settlement, reconciliation, corporate actions, tax, CASS, data and reporting—eliminating costly swivels to other systems.

Digital simplicity

ZILO™ digitally processes transactions end-to-end without the friction of legacy record-keeping systems. Our ZILO One customer experience layer connects seamlessly into our core services and provides comprehensive digital self- service for investors and brand differentiation for your business.

Your business in real-time

Meet regulatory and compliance standards with real-time dashboards, controls, and reports. ZILO™ provides run-time transparency out-of-the-box so that you can grow your business insight.

Migration made easy

ZILO™ provides a truly modern approach to the migration of books of business from your current record-keeping system. Using AI to assist data mapping and the ZILO™ microservices for speed, our specialist delivery teams will move you confidently into the future.

Intuitive user experiences

A contemporary persona-based user web application for everyone: investors, advisers, distributors, and you and your internal teams.

Multi-currency and multilingual

Howdy. Hai. Ciao. 你好. Hallo. You are global and so is ZILO™. Extend your brand and service in all markets and in all languages.

Designed for you

Good design starts with an understanding of your customer's functional and emotional needs. As a design-led business, our human-centred approach ensures that our system "thinks like you" so that you don't have to think like a computer.

  • Custodians

    Provide a seamless bundled custodial and fund administration solution for the markets where you serve. ZILO™ integrates into your existing custodial systems and makes transfer agency and customer servicing easy.

  • Asset Managers

    Deliver a modern self-service portal for investors, advisers, and distributors. Stay connected to your funds business in real time, and decide which processes to run in house or handoff to your custodian, transfer agent, or ACD.

  • Transfer agents and ACDs

    Replace your legacy record-keeping system with ZILO™'s fully digital system and finally say goodbye to green screens and yesterday's complexity. Or augment your existing capabilities with ZILO™'s microservices.