All users with a Navys account can access the Transfers page. What you see on this page depends on your organization type, your system role (Admin or User), and your subscription status.
Accessing the Transfers Overview
Click Transfers in the left sidebar to access your Transfers Overview dashboard. This page is your central dashboard for monitoring all transfer activity.
The Transfers page adapts based on three factors:
Organization type: The layout and analytics available to you differ depending on whether you belong to an Investment Firm, Law Firm, or Administrator Firm.
System role: Admins see firm-wide data across all transfers their organization is involved in, plus analytics. Users see only the transfers they are personally involved in, with no analytics.
Subscription status: Subscribers have full access to transfer history and analytics. Non-subscribers can only see active and on-hold transfers.
Access Restrictions
Subscriber Admins: Full access to firm-wide transfers and transfer history (Active, On Hold, Closed, Aborted).
Subscriber Users: Can see only the transfers they are personally involved in. Transfer history includes all statuses.
Non-Subscriber Admins and Users: Can see only Active and On Hold transfers they are involved in. Closed and Aborted transfers are hidden.
Active and Closed Transfers
At the top of the page, summary cards display the total number of Active Transfers and Closed Transfers.
All Transfers Table
Below the summary cards, the All Transfers table provides a detailed overview of every transfer across your funds. Each row displays:
Transfer ID
Fund
Vehicle
Transferor
Transferee
Role
Status
Active: The transfer is in progress.
On Hold: The transfer has been paused.
Closed: The transfer has been completed.
Aborted: The transfer was cancelled.
The table is sorted by status by default, with Active transfers appearing first, followed by On Hold, Closed, and Aborted.
Click any row to open that transfer's overview page.
Important: Non-subscribers can only see Active and On Hold transfers. Closed and Aborted transfers are not visible without a subscription.
Analytics (Coming Soon)
We are building analytics dashboards tailored to each organization type. These will include tools like PTP compliance monitoring, transfer volume trends, reasons-for-transfer breakdowns, client distribution charts, and more. Analytics will be available to subscriber Admins and will appear directly on the Transfers page once released.
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].