Frequently Asked Questions

TS Partners is a specialized software provider that delivers transfer agency software solutions for organizations to manage stockholders and bondholders. Since 1985, TS Partners is helping over 350 client organizations manage over 20 million holder accounts that represent more than $13 Trillion in value.

Our clients include banks, trust companies, corporations, government entities, and transfer agents that require reliable software for stock and bond processing, shareholder accounting, and numerous operational activities.

TS Partners offers a comprehensive suite of applications designed specifically for stockholder recordkeeping, bond administration, and construction lending, supported by experienced client support specialists at our headquarters in King of Prussia, Pennsylvania. Our team provides on-call assistance to application questions, system use, and the operational requirements that help clients manage critical financial processes.

Yes. One of the key advantages of working with TS Partners is the flexibility of our software solutions. We understand that every organization has both common and proprietary workflows, reporting requirements, and operational processes.

TS Partners can provide common and customizable configuration options with enhancements that allow our solutions to align with your needs. From workflows and user interfaces to reports and integrations, we work with clients to deliver solutions that support their specific business requirements.

Transitioning from an existing system does not have to be disruptive. TS Partners works closely with organizations throughout the conversion process to help ensure a smooth migration of critical data and business processes.

Our implementation approach includes planning, data conversion, validation, testing, and the user training that minimizes operational interruptions. With experience since 1985 supporting transfer agency and shareholder accounting operations, TS Partners understands the importance of accuracy, reliability, and a well-managed transition.

Yes. TS Partners offers secure cloud hosting through Microsoft Azure for organizations seeking a reliable, fully managed environment. We install, maintain, and upgrade your applications while helping reduce infrastructure and IT management requirements.

Our hosted solutions are designed to provide service levels comparable to an on-premises deployment, with the exception of scheduled maintenance, client-side connectivity issues (such as ISP or VPN outages), and third-party software not managed by TS Partners. Microsoft Azure provides the underlying cloud infrastructure and its applicable uptime guarantees.

Your organization retains full ownership of its data and remains responsible for compliance with applicable laws and regulations. TS Partners continues to provide application enhancements, maintenance updates, and regulatory reporting changes.

 TS Partners maintains a fully staffed, US-based, customer support team and facility to provide ongoing support and training for organizations to maximize the value of their software investment. Our team works closely with clients throughout implementation and continues to provide daily assistance to your business.

Support includes guidance with system functionality, troubleshooting, best practices, and product enhancements. We provide virtual and on-site training and educational sessions to help users confidently utilize TS Partners solutions.