Solution introduction

The optimal digital solution for managing cash and asset transfers in and out for GIAs, ISAs and SIPPs

The Unified Transfer Manager provides a one-stop frictionless solution to manage cash and asset transfers between providers

The solution supports seamless communication, document exchange and no-code connectivity to transfer messaging services like Origo and Altus. It is fully automated and data-rich, allowing you to provide smooth transfer experiences for your customers and improve the pace of asset consolidation to your products.

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