unitflow
AL

Good day, Anna

9 things need your attention

Nothing is booked without human approval.

3
To review
2
Ready to execute
4
Queries to answer
2
Waiting on others

Review new transfers 3

Check the fields against the form and approve

  • Avanza Bank
    AF-2026-3103 · Stenhammar Tillväxt
    Looks good20759 d
    Review
  • Avanza Bank
    AF-2026-2240 · Brantvik Räntefond A
    1 issue20759 d
    Review
  • Avanza Bank
    AF-2026-4218 · Nordlyckan Sverige B
    Looks good20759 d
    Review

Execute approved transfers 2

Books the transfer and sends the receipt to both parties

  • Avanza Bank
    UF-1050 · Stenhammar Sverige, Ekholm Sverige Aktiv · approved by Anna Lindqvist
    20760 d
  • Länsförsäkringar Fondförvaltning
    UF-1051 · Stenhammar Sverige · approved by Anna Lindqvist
    20760 d

Answer queries 4

Reply is pre-written and linked to the right transfer

  • How is the transfer going?
    Status query · ops@savr.com
    20759 d
    Answer
  • Transfer reminder
    Status query · fondflytt@nordnet.se
    20759 d
    Answer
  • Question about completed transfer
    Past transfer query · fondadmin@lansforsakringar.se
    20760 d
    Answer
  • Copy of nota
    Past transfer query · fond@soderbergpartners.se
    20761 d
    Answer

Waiting for counterparty 2

Moves back to review when they reply

  • SAVR
    UF-1049 · Missing signature from delivering institution.
    Reply received20760 d
    Open reply
  • Nordnet Bank
    UF-1048 · Missing signature from delivering institution.
    Overdue20759 d