Advisory Services

GFA offer specialised and delivery focused business and analytics advisory
and support services with comprehensive expertise in the following areas

Distribution Operations and Support Strategy


  • Proven track-record in designing and implementing highly effective and efficient Global Transfer Agency and Distribution Support Operating Models

  • Deployment of multi-locational Shareholder Services Models

  • Development of suitable technology architecture including core processing, reporting, fees & commissions and data management
  • Business Analysis


  • Business requirements documentation, gap analysis, functional design and translating those requirements into technical language and integrating technical aspects into business process design

  • Combining strong awareness of distribution services requirements and extensive business process knowledge with a solid understanding of technical feasibility aspects

  • Specific knowledge and experience in all areas relating to global fund distribution, global service models as well as tailor-made operating models

  • Development of sophisticated reporting and data management tools
  • Program and Project Management


  • Experienced in all aspects of program and project management at various levels and implementation of new processes and procedures

  • Planning, budgeting, controlling, resource assessment and deployment

  • Management of deadlines, milestones and critical path dependencies

  • Strong project progress reporting skills
  • Analytics Advisory


    Business Intelligence and Data Analysis Consulting Services, including

  • Development of data analytics strategy

  • Design of data analysis architecture and data utilization approach

  • Set-up and implementation of pilot projects

  • Integrate data analytics functionalities into the operating model of financial services organizations
  • Examples of advisory services offered by GFA

    Commission and Fee Administration

    In the context of large and complex projects with some of the leading global asset managers, we have acquired a broad and deep knowledge of all aspects of commissions and fee administration, including experience with very sophisticated methodologies as well as diverse investor, share-class and regulatory requirements. Our expertise extends beyond the technology-related aspects and also includes the thorough understanding of process and data integrity related matters.

    Large scale and complex business migrations (including data migrations)

    We have been involved at senior management, planning and execution level in various large business migrations in the European Fund Industry. Our competencies cover all functional areas of fund distribution and we possess strong skills and expertise in data mapping and migration projects. Our track record with regards to migration risk management and reliable project delivery is excellent.

    Software selection and deployment

    Based on our extensive experience, we have assessed, deployed and utilized various systems in various functional areas of fund distribution, ranging from core processing platforms and automation tools to commission and fee calculation applications as well as workflow solutions, such as query and documents management systems. Our business analysis skills allow us to incorporate our business and process knowledge into the system selection and deployment process.

    Reporting, connectivity and automation

    We have successfully established comprehensive shareholder reporting platform solutions, including the integrations with client-based systems and infrastructure. In addition, we have implemented connectivity and automation tools to accommodate high-volume transaction flows through customized market infrastructure interfaces.