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

News editor's view: Standard Life/Aegon UK – Another big deal to digest

News editor's view: Standard Life/Aegon UK – Another big deal to digest

The news editor's Friday Night Takeaway from 17 April

Isabel Baxter
clock 17 April 2026 • 3 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

Professional Adviser
clock 17 April 2026 • 1 min read
Inside the CII's Corporate Chartered status pilot

Inside the CII's Corporate Chartered status pilot

What next after organisation trails overhaul

Jen Frost
clock 16 April 2026 • 12 min read