Transfert IA
Collective transfers in employee savings, automated.
For PEE/PERCO custodians. From reading the existing contract to generating the transfer minutes, without ever losing hours on formalism again.
How it works
Four steps. Minutes, not days.
01 · OCR
Read the contract
OCR of the outgoing carrier's contract. Full extraction of funds, fees, asset classes.
02 · Mapping
Identify the funds
Identification of the characteristics of the losing funds.
03 · AI
Propose the mirrors
For every losing fund, identification of the mirror funds in compliance with regulation.
04 · Document
Generate the minutes
Transfer minutes ready to review, conformant with the formalism the losing custodian expects.
Why our clients adopt it.
Time recovered
What used to take time for the operations team or distributor now takes minutes.
Practice aligned
Methods align across teams.
Audit made easy
Full audit trail, evidence at every step.