Back Office Automation with Pension Investment & Administration System

Despite the high-profile of digital FinTech, most of the heavy-lifting in Financial Services goes on behind the scenes. It may not be pretty but, making sure that transactions are recorded, routed to the right place and synchronised is what makes the industry tick.

Our products help financial services companies automate and streamline their back-office operations

*Currently only available in the UK.

Wrapper & Asset Transfer

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ISA & Asset Transfer Automation

Meet the market leading transfer automation software. Equisoft/transfer offers platforms, pension administrators, wealth managers, custodians and fund managers a comprehensive solution for automated account transfers and asset re-registration.

It supports the industry's widest range of tax wrappers and asset types. Equisoft/transfer handles bulk account transfers and asset migrations, and provides full support for the TeX recommended standards, BACS Cash ISA service and manual counterparties (fax, post and emails).

  • Formerly Altus Transfer Gateway - ATG
equisoft/transfer

Pension Administration Tools

Pension Graph Updated

Pension Fusion (Pensions Dashboards ISP)

Get ahead of compliance complexities and build your business around insights from the first integrated services provider for the UK Pensions Dashboards Program (PDP).

Pension Fusion supports you through connecting to the PDP with services backed by decades of knowledge and proven expertise in pensions systems and data.

Pension Fusion
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Pension Payroll Gateway & HMRC Reporting

Specifically designed to cater for pension freedoms, Equisoft/pay offers dedicated support for all types of pension and annuity payments, multiple payroll cycles and supports flexible payroll frequency across a wide range of product types, employers and administration functions.

Equisoft/pay provides detailed tax workings and calculations and support flexible processing for pre- and post-tax deductions. Pensions and annuity administrators get a clear view of all payments and tax across all customers and employees and have a full audit trail of transactions and calculations.

  • Formerly Altus Pension Gateway (APG)
equisoft/pay

Download the whitepaper

The Roadmap to Pensions Dashboards Programme Readiness

Everyday we're helping organizations like yours reach their goals

Mercer
Mobius Life
Northern Trust
Parmenion
Phoenix
Zurich
Cushon
SSC
SECCL
Hargreaves Lansdown
Choosing Equisoft products was easy - an established client base among scheme administrators, deep expertise around technology standards and a clear understanding of the whole lifecycle of Fund Trading.

Phoenix Group

Read more testimonials and case studies.

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Registered UK office:

Bath Quays South, 1 Foundry Lane, Bath, BA2 3GZ. Equisoft Limited is registered in England & Wales, no. 05558586.