Tap into our market-leading transfer journeys

Give investors and advisers the transfer experience they deserve – ones that are fast, automated and transparent.

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Flexible options

Support a variety of transfer types

We facilitate many types of asset transfer to suit your different investors and depending on your regulatory set-up.

  • Cash or in specie

    Transfer portfolios as cash or keep them invested in the market, all while remaining within their tax wrapper

  • Full or partial

    Transfer an entire portfolio, or just a portion

  • Single or bulk

    Handle individual client instructions, or move multiple client portfolios in one go (where applicable)

  • API or UI

    Instruct transfers through our API or our off-the-shelf professional portal

Electronic transfers

Move money in days, not months

Electronic transfers instructed through Seccl are exactly that: electronic. No manual processing, zero delay – not a single bit of human involvement (from our side, at least…) That’s why electronic transfers currently take, on average, between 5 to 10 days depending on their complexity.

Key integrations

Equisoft logo

Equisoft/Gateway:
facilitates the electronic re-registration of assets between different investment platforms

Origo logo

Origo:
supports the electronic transfer of pension savings between different investment platforms and life companies

Setting the standard for transfers in…and out. We’re not only focused on transfers in – we’re establishing the standard for transfers out too, setting the benchmark for how investors should be treated when they join us, or move on

Manual transfers

Don’t let old-school providers grind things to a halt

Some providers still rely on paper or manual steps before releasing funds. Our streamlined manual transfer journey automates as much as possible – helping you get it right first time and stay informed every step of the way.

We’ve designed it to be as efficient as our electronic process, with powerful features that minimise friction:

  • Surface what’s needed up front.
    Get instant visibility of required documents –and validation hints – so everything can be submitted in one go, with fewer errors and delays.
  • Handle rejections with clarity.
    Around 30% of industry transfer requests are rejected by ceding providers. Our clear rejection codes turn setbacks into insights – helping you refine validation rules, guide clients, and resubmit faster.
  • Automate provider chasing.
    Built-in email automation keeps ceding providers accountable and transfers moving – no manual follow-ups required.

Status update

Stay on top of transfers every step of the way

With our transfers workbench, you no longer have to guess where a transfer is or chase updates manually. You’ll gain real-time visibility, actionable insight, and control over every client’s move.

  • See everything at a glance.
    View all in-flight transfers with high-level status, ceding provider, processing type, elapsed time, and estimated value, across all clients
  • Granular updates.
    We deliver real-time, structured transfer insights – empowering you to build transparent, seamless journeys to keep investors fully informed at every stage
  • Drill into asset-level detail.
    Click into a transfer to see which assets have moved, which are pending, and their estimated values, so you can answer client queries instantly
  • Edit book costs in-system.
    Input or correct book costs directly in the workbench (critical for CGT), without exporting spreadsheets or liaising with back-office teams
  • Easily cancel transfers.
    Cancel in-flight transfers directly from the dashboard – no forms, support tickets or phone calls required
  • Clone, edit and resubmit rejected transfers.
    Quickly clone and correct rejected transfers, guided by clearly surfaced rejection

Full functionality

Harness a wide range of market-leading tools

Instructing transfers

  • List of all providers, showing whether transfers can be processed electronically or require manual input
  • Account reference hints provided for each ceding provider
  • Signature requirements shown for all manual transfer providers
  • Submit electronic or manual transfer instructions via API or professional portal
  • Auto-invest cash transfers
  • Submit manual transfer instruction for processing
  • Upload manual transfer forms for processing
  • Instruct a fee on a cash transfer in

Tracking transfers

  • Four transfer statuses available via API
  • Automated email chasing
  • Periodic phone call chasing from Seccl’s operations team
  • Rejected transfer status – and reasons – available via API and UI
  • Standardised rejection codes available via API
  • Standardised update codes available via API
  • Transfer rejection webhook for real-time transfer updates

Processing transfers

  • Automatic submission of electronic transfer instruction
  • Daily bulk creation of cash transfer expectation for Equisoft transfers
  • Automatic allocation of correctly referenced cash transfer payments
  • Automatic creation of cash transfer expectation for Origo transfers (based on “funds sent”)
  • Automatic trigger to close Equisoft and Origo transfers
  • Automatic creation of cash transfer expectation for Equisoft transfers (based on “Funds received”)

Transfers FAQs

We know this is a cliché, but it genuinely comes down to the efficiency of and type of transfer accepted by the ceding platform. When working with efficient providers who embrace electronic transfers, we’ve seen transfers complete in under 24 hours. Other providers who insist on signed paper forms can take much longer.
We’ve taken a number of initiatives to improve transfers, including our improved manual transfer journey, surfacing valuable transfer rejection details, and providing enhanced transfer MI. Also, our Executive chair - David Ferguson - co-chairs the Platform Association’s Transfers Workstream group, with the aim of speeding up transfers across the platform industry.
Yes, this can be self-serviced using our professional portal or API, provided it hasn’t been accepted by the ceding provider.

Supporting solutions

Harness all the pieces of a modern, customer-centric investment platform

Accounts and tax wrappers Client onboarding Client reporting Custody Digital pensions Fees and cash management Integrations Payments Portfolio management Professional and client portals Trading Transfers

Ready to begin?

Get started with Seccl today

Ready to take the next step? Our team is here to help you get started with Seccl.

Contact us today to discuss your requirements, request a demo, or learn more about how Seccl can support your business.

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