Transfer solutions

Transfer Solutions is a Software Development Company in North Charleston, SC, located at 2885 Sanford Ave. The company specializes in developing software solutions for the financial services industry as an independent software vendor.

Transfer Solutions provides Visual FAST, a complete mutual fund transfer agency and shareholder accounting application built on Microsoft’s development platform. The software is designed to reduce shareholder servicing costs and increase capabilities. Features include full tax lot accounting for LIFO, FIFO, and Free Lot processing, as well as the calculation of average cost basis and true cost basis. The system generates 1099B, 1099D, 1099R, 5498, and 1099Q tax documents and filings. Additional capabilities include commission tables with overrides on the shareholder or transaction level, and networking interfaces for Fund/SERV, TORA, DCC&S, and ACATS. The platform supports e-reporting to any email address and allows reports to be saved as RTF, PDF, XLS, or HTML files.

The company is also developing SMART, a new transfer agency platform designed from the ground up to be fast and flexible. SMART utilizes an enterprise-aware architecture to integrate with in-house or third-party systems. The company maintains all personnel as in-house staff, leveraging their extensive knowledge in software design and the mutual fund industry.

Transfer Solutions holds a 4.00 rating based on 1 review, reflecting positive feedback from customers.

Transfer Solutions delivers specialized financial services software to the mutual fund industry in North Charleston.

BizScoreAI gives Transfer Solutions a Performance score of 80 out of 100, which measures how quickly the website loads to keep visitors on the page and influence search engine rankings. The company also receives an Authority score of 75 out of 100, reflecting whether the website shows who is behind the business as a trust signal for AI assistants and search engines.