our service

How does it work?

We are integrated with two online transfer services to ensure a smooth process for users to consolidate their investments across different providers into your service.  

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.

We currently accept the following inbound and outbound transfers -  

Are there any front-end requirements for transfers?
How do we charge tenants for transfer?
What investments can be transferred in?

Read about our other services

Vertically integrated investing services, all available over API

Speak to our team today

If you're interested in any of our solutions, you can fill out an enquiry form and a member of our team will get back in touch with you to discuss your proposition.