Investing in technology is not the same as efficiently using it. At Gemini, we do both. We continue to develop and improve our systems to manage mutual fund and ETF firm operations and customer transactions more efficiently and cost-effectively.
Our open architecture platform allows us to work with affiliated and complementary service providers on your behalf. The seamless integration of our administration and accounting systems, combined with exceptional shareholder services, allows us to provide unique, customized solutions.
We have full support for system conversions, both manual using data feeds sent to us or system, with assistance and programming work done by our partner Envision. Mergers can be processed as a part of the conversion or can be processed as a one-off using built-in modules within the recordkeeping system. As a part of that module, all National Securities Clearing Corporation (NSCC) activity reporting is automated using the appropriate transactions and codes based on the merger type.
Additionally, Gemini holds the following certifications, offering you piece of mind that we adhere to high standards and are prepared to handle a variety of situations:
- SOC1 – Fund Accounting Operations (re-certified every six months)
- SOC1 – Transfer Agent Operations (re-certified every six months)
- ISO 27001 – The highest security standard in the technology industry (re-certified annually)