Equisoft Pension Transfer Gateway

Quick and Efficient Wrapper and Asset Transfers

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.

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A fully interoperable solution that automates the entire transfer process, from client instruction to reconciliation, for faster and easier transfers.

Our Software is the Leading Industry Solution for Automating the Entire Transfer Process

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 mean transfers are complete in minutes rather than weeks

Pension Transfers

All Types of Pension Transfers In-specie or Cash

Transfer SIPPs, personal pensions, and occupational pensions without manual processing.

ISA

Investment Account and ISA Transfers

Transfer Investment ISAs, Cash ISAs, Junior ISAs, CTFs and GIAs.

Conversions

Asset Transfers and Conversions

Transfer domestic and international funds, equities, investment trusts, ETFs, bonds, and cash. Automatically perform pre and post transfer fund conversions.

A review of the UK Electronic Investment Transfers Market Q2 2021

Our Software is the Leading Industry Solution

SSC
Hargreaves Lansdown
RBC
Sei
Raymond James
Nutmeg
MG Wealth
Lloyds Banking Group
Investec
Interactive Investor
Fidelity
BNY MELLON PERSHING
BARCLAYS
BAILLIE GIFFORD
AEGON
Abrdn
Since using Equisoft/transfer we've seen a reduction in our transfer times, operational processing, paperwork, and checks issued.

Hargreaves Lansdown

Start Making Transfers Easier on Your Organisation

  • Pension, ISA and investment account transfers
  • Cash transfers and in-specie transfers
  • Pension pre- and post-drawdown transfers
  • Asset re-registration and share class conversions
  • Process control and oversight
  • Standalone or fully integrated
  • Single process for all transfer types
  • Fully customisable workflow that facilitates case notes, notifications, reminders, attachments and case assignment
  • Bespoke document production for manual transfers
  • Highly adaptable and configurable to existing processes

Complete Autonomy, However You Implement

Make Your Transfer Operations Faster and More Efficient