Cloud-tech firm WealthOS has launched a solution for providers of self-invested personal pension accounts (SIPPs).
The software aims to automate SIPP management and maintenance, reducing costs and the operational risks of manual processing. The ‘cloud-native' platform allows providers to select all or some of the modules in WealthOS's end-to-end SIPP solution. Among the solution's features is the unified transfer manager, which the cloud-tech firm said is compatible with all major platforms. This aims to simplify monitoring the progress of transfers into and out of SIPPs and ensures account holders are kept informed. Other features include automated client onboarding, with integrations to know...
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