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 back-end tools have slashed processing and operational times from weeks to days. And we are continually exploring innovative new ways to make the industry faster.
*Currently only available in the UK.
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).
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.
Equisoft/trade for administrators minimises the costs and risks of funds trading by providing a consistent, controlled, automated process across all trading methods.
It automates the whole investment process from the capture of instructions through validation, approval, release and transmission, to settlement, reconciliation, exception handling and audit trail. Equisoft/trade for administrators provides complete interoperability with full support for the ViaNova market practice using SWIFT and ISO20022.
Equisoft/trade for asset managers is used by over half of DC Fund providers to handle over 20,000 scheme trades every month. It is the leading trading automation product for fund providers in the UK corporate pensions market.
It automates the whole investment process from receiving and validating instructions, through execution and confirmation, to settlement, reconciliation, exception handling and audit trails.
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.
Bath Quays South, 1 Foundry Lane, Bath, BA2 3GZ. Equisoft Limited is registered in England & Wales, no. 05558586.