The service is available through our Integration Hub enabling advisers to track the progress of their client’s transfers online. The service provides real-time information which means no more calls from advisers chasing up on progress updates.

For advisers
Financial advisers will be able to see and track the progress of their clients' transfer online. This means a significant reduction in phone calls to check status and completion timescales and improves the customer service for advisers and their clients.

What makes Transfer Tracking unique?
Transfer Tracking is the only service in the market that enables you to track your transfers! Platforms and providers take data from our Transfer Service in real time and are able to display this information, in any of their communication channels, for their advisers and clients.