Product
Investment Data Access
Increase your Assets under Management by making it simple for consumers to collect, view, and move their investments to your services.
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Turn complexity into simplicity.
Start relationships on the right foot with smooth, speedy transfers. Offer friction free onboarding with paperless investment transfers.
Everything you need to transfer accounts, right at your customers fingertips.
Speed up, simplify and successfully transfer.
Simplify your investment transfer process. Begin the transfer process with real time verified data. Access every account detail balances, fees, performance in seconds.
Transfers aren’t just faster; they’re seamless, the entire process can be done digitally and without the need of paper documents.
Right data the first time around.
Reduce the need for you and your customer to jump through many holes in order to gain the correct investment account data for a transfer.
With verified investment account data, transfers times are reduced. Say goodbye to back-and-forth info hunting, ease the process for your customer and your admin. Reduce onboarding time and operational costs related to onboarding.
Make moving accounts simple and show your customers why they belong with you.
Why choose Insurely
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All-in-one provider.
With Insurely you can access customers Investment, Loans, Mortgages and Insurance information.
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Effortless integration.
Go live instantly with Advisor Dashboard, or integrate effortlessly with Pre-built User Interfaces.
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Security.
Secure FIDA compliant solutions to ensure you're ahead of your competitors.
How to create the Investment transfer use case.
Data Access Method
Advisor Dashboard
Empower your advisors to give valuable advice in less time by giving them access to customers’ investment and financial data in real-time in a single overview.