Hassle-free and managed Fund Admin RFP Process
Our experts help you find and select a Fund Admin that is best suited for your specific needs.
Trusted by 200+ Private Capital managers
Selecting the best-suited fund administrator
Finding the correct TPA is increasingly complex in an ever-growing fund administration landscape. Many options are available, and it is an important decision for private capital managers that is hard to reverse. The lengthy and time-consuming process also draws internal resources on less valuable tasks.
Firms leverage Holland Mountain’s Fund Admin RFP Process to outsource the selection process while minimizing risks and ensuring the perfect TPA selection. Our private capital fund admin experts support firms with best-practice methodologies and expertise in running the process.
Holland Mountain’s Fund Admin RFP Process
The most efficient way to select a fund admin successfully, without running the time-consuming process internally.
1
Keep focused on your business, while we run the process.
Our specialist team manages the RFP process, protecting your time for where it’s needed most.
2
Minimize the risk
of missing things, maximize success.
Our private capital fund admin experts run a thorough process, to prove the best suited fund admin for your specific needs.
3
Select the perfect fund admin within months.
Managed by our specialist team, we ensure that the selection process stay on track, while bringing a comprehensive selection expertise to maximize the selection’s success.
4
Leverage our experience and expertise.
We’ve managed RFP processes for dozens of Private Capital firms, representing over $600Bn in AUM. We have unrivaled knowledge of the fund admin landscape and their capabilities.
What you will get
The service is composed of 5 building blocks to maximize the success of the selection.
A thorough, tried and tested RFP process led by experts.
We bring proven methodologies and a comprehensive selection process to find a fund administrator who fits your business requirements, giving you confidence in the selection. Our process is designed to achieve internal approval and buy-in in your firm.
Unrivalled and unbiased fund admin landscape expertise at your service.
Leveraging our deep industry knowledge and extensive networks, Holland Mountain provides valuable insights into the fund administration market. We provide you with all the options and understanding you need to narrow down the shortlist. PS: We are not tied commercially to any fund administrator.
End-to-end support by Holland Mountain’s specialist team.
Holland Mountain manages the entire RFP process, from gathering requirements and running the RFP to shortlisting options. This ensures that the RFP process is efficient and effective for you without using internal resources.
Expert guidance and commercial recommendations.
Holland Mountain brings decades of experience to support the firm during the decision-making process, sharing best practices on appropriate pricing, contract structuring, and market benchmarks.
Before and after selection support.
Before the selection, Holland Mountain refines the firm’s pre-engagement strategy to align it with objectives and market dynamics.
Post-selection, Holland Mountain assists with contract finalization and pre-onboarding to ensure a smooth transition and continued operations.
success
What you will get
The service is composed of 5 building blocks to maximize the success of the selection.
1
A thorough, tried and tested RFP process led by experts.
We bring proven methodologies and a comprehensive selection process to find a fund administrator who fits your business requirements, giving you confidence in the selection. Our process is designed to achieve internal approval and buy-in in your firm.
2
Unrivaled and unbiased fund admin landscape expertise at your service.
Leveraging our deep industry knowledge and extensive networks, Holland Mountain provides valuable insights into the fund administration market. We provide you with all the options and understanding you need to narrow down the shortlist. PS: We are not tied commercially to any fund administrator.
3
End-to-end support by Holland Mountain’s specialist team.
Holland Mountain manages the entire RFP process, from gathering requirements and running the RFP to shortlisting options. This ensures that the RFP process is efficient and effective for you without using internal resources.
4
Expert guidance and commercial recommendations.
Holland Mountain brings decades of experience to support the firm during the decision-making process, sharing best practices on appropriate pricing, contract structuring, and market benchmarks.
5
Before and after selection support.
Before the selection, Holland Mountain refines the firm’s pre-engagement strategy to align it with objectives and market dynamics.
Post-selection, Holland Mountain assists with contract finalization and pre-onboarding to ensure a smooth transition and continued operations.
success
Download our brochure for more information on the process.
The Benefits of Outsourcing the Process
Doing it yourself
- Distract internal resources from core tasks to run the process
- Use generic or inaccurate tools to execute the selection
- Have an incomplete view of the fund admin landscape
- Be at the mercy of legal or commercial tricks
- At the risk of running the selection again
Done by Holland Mountain:
- Keep your team focused on their core tasks while we do the rest
- Usage of state-of-the-art methodologies to select the best fund admin
- Select among all the fund admin options while knowing their capabilities and options
- We help you have the best commercial deal, and favorable legal terms
- Replace your fund admin with the right one – and you’ll never have to do it again
Only with us: Recharge the cost back to the fund.
We commonly see firms value our services, which are aligned to provide value to investors. Therefore, our service fees can be charged back to the fund.
Why choose Holland Mountain?
- We have a strong track record of successfully managing dozens of fund admin RFPs for CFOs, representing over $600Bn in AUM.
- We know how Private Capital firms and fund admin operating models work, which maximizes the success of replacing your RFP.
- We have a deep expertise of the fund admin landscape, and they know us too.
A sample of the firms we helped in their Fund Admin outsourcing selection:
Want to select the right fund admin? Speak to us.
Efficiently select a fund administrator with our expertly managed service, sparing your team from the burdensome in-house process.