#United States #Investment Funds #Overland Park #Cantor Fitzgerald #LODAS Markets

Overview

On May 27, 2025, Cantor Fitzgerald, a prominent global financial services firm, announced its decision to migrate 50 of its alternative investment funds to the LODAS Transfer Agent Platform. This strategic partnership signifies a transformative leap in not just fund management, but also in enhancing the overall investor experience.

Why LODAS?

LODAS Markets, Inc. stands out as the sole transfer agent that provides a fully automated and integrated solution encompassing all facets of the investment lifecycle. The partnership aligns with Cantor Fitzgerald's mission to improve service delivery for both advisors and investors in the alternative investments sector.

The LODAS Transfer Agent Platform integrates essential services such as subscription processing, automated operations, and payment services. Furthermore, it collaborates seamlessly with third-party fintech providers and intermediaries, facilitating a much-needed overhaul of traditional processes that often suffer from inefficiencies.

Benefits of the Partnership

Enhanced Operational Efficiency

By making this move, Cantor Fitzgerald aims to leverage the efficiency of the LODAS platform, which has been designed to eliminate manual redundancies that can arise throughout the investment lifecycle. These defects include potential errors during onboarding, payment execution, and investor exit processes. As a result, clients can expect reduced costs and enhanced reliability, fostering a more conducive environment for both investing and managing funds.

Improved Investor Experience

Jay Frank, President of Cantor Fitzgerald Asset Management, highlighted the importance of enhancing the advisor and investor experience. The direct link to LODAS will enable Cantor Fitzgerald to serve its clients with more agility and accuracy, thus fostering stronger relationships built on trust and transparency. This focus on user experience is crucial in an increasingly competitive marketplace.

Digital-First Solutions

Brian King, CEO of LODAS Markets, emphasized how this collaboration represents a transformative shift for alternative investments. The platform's ability to provide seamless, digital-first solutions throughout the investment lifecycle—from initial onboarding through to exits—eliminates friction in the investor journey and builds greater investor confidence. This level of integration is unprecedented in the industry, bringing together disparate functions into a single, cohesive system.

The Future of Alternative Investments

The relationship between Cantor Fitzgerald and LODAS is indicative of a larger trend in the financial sector towards modernization and the adoption of technology-driven solutions. The alternatives industry has long grappled with inefficiencies, and this alliance is a proactive step towards addressing those issues. Through automation and improved transparency, the partnership not only serves both firms but sets a benchmark for other players in the industry to follow.

About LODAS Markets

LODAS Markets is committed to simplifying the administration surrounding alternative and real estate investments. As a registered transfer agent with the SEC, LODAS offers contemporary, technology-driven solutions that help maintain investor records, handle ownership changes, and manage compliance reporting obligations efficiently. The integration with investment platforms and fund managers ultimately enhances overall efficiency, transparency, and investor trust, paving the way for a modernized market.

For further information, book a demo, or read more about the solutions offered, visit LODAS’ official website.