We enable users to transfer their assets held at another provider into our accounts at WealthKernel. The transfers can be made in cash or in-specie, depending on the asset type and your proposition.
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Our systems at WealthKernel are designed to handle the heavy lifting associated with transfer requests, allowing you to focus on user experience and reduce the need to spend manual resources on transfers. Your users can benefit from a more convenient transfer process without having to navigate the complexities of transfers and different providers. This means your users get fast transfers, and you can offer electronic transfers without the operational burden.
Our webhooks offer visibility into the entire transfer process, starting from when a transfer is initiated by the tenant to status updates and finally to completion. They offer real-time updates on transfer status changes, such as details of when funds are received or if the transfer is rejected, including reasons for rejection. This allows for reduced manual intervention for tenants and potential for errors in the process. Additionally, our system supports the ability to submit transfer forms over the API, if those forms are required by the ceding scheme, helping to streamline what can otherwise be a manual and fragmented process.
With the help of our transfer webhooks, our tenants can offer a better user experience and improve the efficiency of their transfer journeys. Our webhooks are designed to be flexible and suit different operational needs - tenants can integrate and use our webhooks in a fully automated way or have manual intervention points in the process if needed.
Our webhooks are designed to seamlessly fit into the tenant’s operational architecture, meaning you can keep all of your customer data in sync, without having to switch between systems manually.
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