Transfers shouldn't be hard
Moving investments between providers often involves lengthy forms and manual work. This creates friction for customers and missed opportunities to grow AuM.
Turn visibility into AuM
See investments elsewhere
Access customers' investment accounts, holdings, values and fees across providers.
Simplify transfers
Use existing investment data to pre-fill information and reduce manual steps.
Grow your AuM
Simplify transfers, improve conversion and attract more customer assets.
FAQ
How does Anessa help increase investment transfers?
Anessa makes it easier for customers to share information about investments held with other providers. By reducing manual information gathering and simplifying the transfer journey, you can help more customers initiate transfers to your platform.
What investment data can we access?
Depending on the provider, available data can include investment account types, holdings, current values, fees, performance and transaction history.
Which investment account types are supported?
Anessa supports access to data from different investment account types across markets, including ISK and KF accounts in Sweden, PEA and CTO accounts in France, and ISA and GIA accounts in the UK. Availability varies by provider. Transfer eligibility depends on the account type and applicable rules.
Does Anessa execute the investment transfer?
No. Anessa provides the financial data that helps customers understand their existing investments and enables you to simplify your own transfer journey.
Can we also access pension data?
Yes. Anessa supports both investment and pension data, subject to market and provider coverage.
Is it secure and consented?
Yes. Nothing is collected until the customer has given their consent and authorised Anessa’s assisted access to their financial service provider. Anessa uses the customer’s credentials only to carry out the data collection and discards them immediately afterwards. They are never shared and never reach your systems. All data is encrypted in transit and at rest and stored in the EU, and Anessa is ISO 27001 certified.
