SIPP~Pro has a range of modules to enable users to manage member bank accounts. The Administration Module enables users to record transactions on any number of bank accounts for each member.

Transactions can be posted to the bank accounts as part of carrying out routine administration tasks such as contributions, transfers, investments, property administration and benefit payments.


Bank Feeds

Automatic feeds of periodic bank interest and account balances into SIPP~Pro are available via integration with a range of banks, including Bank of Scotland, Butterfield Bank, Cater Allen and Royal Bank of Scotland.


Client Money Reconciliations

The Client Money Reconciler Module enables users to automatically reconcile their bank accounts using a bank feed. Accounts can be reconciled at transaction or balance level with an exception report produced showing unmatched transactions.