Aberdeen Adviser has launched a new client asset migration service, designed to streamline the process of moving client assets between platforms.
It aims to address the longstanding challenge faced by advisers of managing the end-to-end client asset transfer process in a way that is efficient, secure and minimally disruptive to clients.
The new service manages the entire transfer process on behalf of advisers, starting at the discovery phase to identify which assets can be moved easily and those that need extra attention.
Aberdeen Adviser liaises directly with ceding platforms, manages regulatory checks and documentation and provides advisers with real-time updates on the progress and expected timelines, the firm said.
Advisers are supported by an onboarding manager who is responsible for overseeing the entire migration and maintaining communication throughout.
Verona Kenny, chief distribution officer at Aberdeen Adviser, said the service removes the friction of the transfer process.
“We know that moving assets between platforms can be one of the most time-consuming and frustrating parts of an adviser’s workflow.
“We’ve built a process that is efficient, transparent and fully supported by our in-house team so advisers can focus on delivering greater advice and service to their clients free from unnecessary admin and distractions,” Kenny said.
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