TransferAdvantage^®

Automating and Accelerating Asset Transfers

Using TransferAdvantage^®, wealth management firms are now able to automate the asset transfer process, improving customer service while trimming costs and streamlining operations.

Asset transfers have traditionally consisted of an array of manual process that passed through many departments over multiple days. Firms typically have to maintain a large staff to handle the complexities of moving assets. And clients are often left in the dark as to the status of their assets during the transfer. Today, firms using Doxim TransferAdvantage^® can automate the account transfer process, improving the client experience while speeding transfers, reducing costs, and maintaining compliance with regulatory requirements.

Doxim TransferAdvantage^® will allow you to:

• Accelerate and automate the asset transfer process
• Provide exceptional customer service in a period of transition
• Increase accuracy and eliminate costly errors
• Maintain regulatory compliance throughout the transfer process

How it Works:

Doxim TransferAdvantage^® simplifies, accelerates, and automates the asset transfer process using your choice of simple but intelligent PDF forms or a full dynamic questionnaire which asks only the required questions to begin the asset transfer process. Behind the scenes, an automated workflow manages communications with the relinquishing institution and ensures all transfer approvals are completed in compliance with your risk management strategy. The end result is seamless and accelerated electronic processing of asset transfers with no paper handling delays.

Advisors can monitor transfers through an online portal, allowing them real time visibility into the asset transfer process and facilitating excellent client service throughout the process. Client inquiries about transfer status can be answered on the fly, and branded, personalized direct mail and email templates further facilitate client communications.

Want to learn more?

Download the Doxim TransferAdvantage^® Product Brochure