Aberdeen Adviser launches tool to streamline platform transitions for advisers

'We are in a race around operational efficiency'

Isabel Baxter
clock • 2 min read

Aberdeen Adviser has launched a client asset migration service designed to ease the process of moving client assets from one platform to another for advisers.

The service handles the full transfer in process on behalf of advisers, and the process starts at the discovery phase to identify what assets can be moved easily and those that need extra care and attention. Aberdeen Adviser said it coordinates directly with the ceding platform, manages regulatory checks and documentation, and provides advisers with "real-time updates" on progress and expected timelines. Advisers are then supported by a named onboarding manager who oversees the entire migration, "ensuring continuity and proactive communication at every stage". The platform said thi...

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Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

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