Get back the time it takes to manually process transfers with this single, comprehensive solution that fully automates transfers for pensions, ISAs, investment accounts, and a wide range of asset classes.
A fully interoperable solution that automates the entire transfer process, from client instruction to reconciliation, for faster and easier transfers.
Reduce the operational overhead of manually processing account and asset transfers. Equisoft/transfer is the only solution that supports TeX, ViaNova, BACs Cash ISA and manual transfers in a single workflow. Real-time integration means transfers are complete in minutes rather than weeks.
Transfer SIPPs, personal pensions, and occupational pensions without manual processing.
Transfer Investment ISAs, Cash ISAs, Junior ISAs, CTFs and GIAs.
Transfer domestic and international funds, equities, investment trusts, ETFs, bonds, and cash. Automatically perform pre and post transfer fund conversions.
Equisoft/transfer orchestrates every aspect of transfers, including service level monitoring, customer progress queries, error and breach alerts, work allocation, and team supervision.
Equisoft/transfer is based on open standards. It connects to any organization supporting TISA Exchange (TeX), UKETRG, ViaNova pension transfers, or BACS Cash ISA transfers, as well as handling manual transfers.
Let us host an instance of Equisoft/transfer using our SWIFT connectivity whilst still being able to integrate and maintain control over configurability, security, and business rules.
Install Equisoft/transfer on your infrastructure and integrate it with your administration systems and SWIFT infrastructure or bureau services.