Equisoft/transfer: What's Coming and What It Means for You

Pension transfers are getting more complex. Regulatory changes, new payment rails, and rising expectations mean the pressure on your operations isn't letting up.

The November release of Equisoft/transfer is built to help you stay ahead of it.

Session agenda:

  • Market practice updates
  • Support for partial cash pension transfers
  • Support for Pay.UK cash transfers out
  • AI-Machine Learning model for estimating transfers times

Insights You Can Use Right Now

Investment Transfers

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In this webinar, industry experts unpacked the realities of integration in today’s investment transfers market — and reveal what’s truly possible.
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Making Transfers Better: Reducing & Resolving Rejections

In this webinar, we'll focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel will review the current TeX rejection reasons and explore improvements to those standards.
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Investment Transfers

Making Transfers Better: What You Need to Know About Electronic Conversions

In this webinar, industry experts will explore the evolution of investment transfers from traditional paper-based methods to modern electronic conversion systems.
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