AJ Bell Investcentre has partnered with adviser software firm Woven Advice in a move designed to simplify platform switching and bulk client migrations for financial advisers.
Woven's system analyses platform and back-office data, presenting transfer analysis in dashboards that allow advisers to compare fees, segment clients into cohorts, produce suitability reports, manage client communications and open new accounts. The aim is to reduce the reliance on manual processes that have often slowed down or complicated large-scale transfers. The first bulk migration to AJ Bell Investcentre via Woven's technology is scheduled for October. The partnership follows a period of continued investment in AJ Bell's advised services, including the launch of AJ Bell Touch e...
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