Managing $440B Across 2,000+ Funds
95% services delivered within deadline
20%+ reduction in onboarding
100% unified customer view, status tracking
Understanding UMB's growth reality
Your operations grew $78B in two years while launching a second RFS platform, completing the 18-month Linedata transformation, and converting to Envision. The Heartland expansion added five states and brought proprietary AltPro and RFS platforms alongside Linedata and Envision into daily workflows.
We've mapped where work moves between fund accounting, transfer agency, and alternative investment operations and documented the workflow framework that creates unified visibility.
Global service teams choose Enate
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Why Enate for UMB Fund Services
A single view of all clients, comms, deliverables, people and SLAs
Shift work to lower cost teams and report on billing across clients
Transform from firefighting & pastoral care to a data driven world of flawless service delivery
One platform, global coordination
15%↑
IMPROVEMENT IN
OPERATIONAL EFFICIENCY
80%↓
REDUCTION IN INTERNAL PROCESSING TIME
70%↓
REDUCTION IN EMAIL PROCESSING TIME
Enate helped TMF drive a £32M uplift in profit
TMF Group operates pension and corporate services across 75 countries with 5,500 staff, facing the same multi-jurisdictional complexity you manage daily.
Their operations leaders gained complete visibility across all jurisdictions, eliminating coordination blind spots.
They achieved £32 million in annual margin improvements and 20% productivity gains while orchestrating 30,000 emails daily through Enate.
Enate is built to help corp/ fund admin services to grow
Cross-division service delivery
Bring everything into one view for better visibility.
Email orchestration at scale
Use Email orchestration to triage emails and route them to the right team.
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Deploy in weeks, not months
Configure workflows without IT involvement and start delivering value in 6 weeks.
See How It Works for UMB
30-minute session showing how TMF unified operations across 87 jurisdictions and achieved £32M in margin improvements. We'll map their approach to your Linedata, Envision, AltPro, and RFS environment. Six-week implementation without disrupting delivery.