Aberdeen Adviser pilots Woven Advice to simplify switching and transfers

Woven uses platform, CRM and back-office data that feed into its dashboard to assist advisers with drawing fee comparisons, segmenting clients by type, creating suitability reports, and on communications. Advisers are also able to use Woven's bulk migration tool to set up new clients on Aberdeen Wrap. The pilot is intended to speed up the historically slow process of moving clients between platforms at scale. So far, 300 clients have been set up onto Wrap using the process, with a further six advice firms set up to use it. The service is expected to go live for all Aberdeen Wrap...