Graham Swan: Six steps to avoiding re-platforming pain

Suspended log-ins, delays in income payments to clients, spiralling costs, aggrieved advisers and long-lasting brand damage - migrations and re-platforming projects have become essential but high-stakes endeavours. And, according to analysis by The Lang Cat, approximately 90% of adviser assets on platforms are likely to be affected by serious disruption if things do not change. Unfortunately, migration and re-platforming woes are clouding the importance and benefits of these transformative processes. When the implementation is complete, re-platforming and the transfer of client data to e...