Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock • 1 min read

Aviva has today (9 May) launched an automated client and asset transition capability for its adviser platform.

The new service utilises robotic process automation (RPA) and has been developed in collaboration with advice firms to help advisers transfer clients and lessen the administration needed for maintaining multiple acquired platforms. Aviva said it is working with additional firms who have immediate demand to transfer clients over the next few months. The service will be developed further with the plan to fully embed this within the platform later this year. Head of Aviva adviser platform Al Ward said: "We started our work with advice firms to work together to utilise RPA and demonstrate...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read
CISI welcomes 76 Certified financial planners

CISI welcomes 76 Certified financial planners

Number of UK CFP professionals continues to rise

Sophia Panayi
clock 24 March 2026 • 1 min read
'Nobody is big enough not to be bought'

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

Isabel Baxter
clock 20 March 2026 • 1 min read