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We’re redesigning Client View’s Transfer Agency tool

In the coming weeks, we’ll introduce the new Transfer Agency screens with the following enhancements:

1. The Client View menu is moving to the top of your screen, with clearly labelled tabs to make it easier for you to identify the available Client View services as they become available.


2. Intuitive, more accessible and up-to-date designs helping you to navigate through Transfer Agency, including new keyboard support to allow you to ‘search’ for key words.


3. Use the ‘Customise view’ option to simplify and organise the columns and fields displayed in your Transfer Agency screens in fewer clicks.

Here's what it'll look like:

(select image to enlarge)

(select image to enlarge)

As we work to complete the re-design of all Client View tools, you’ll have the opportunity to experience the re-designed Transfer Agency screens in the coming weeks. To try them out, select the link in the banner at the top of the Transfer Agency screens.

 

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