AJ Bell Investcentre joins forces with Woven Advice to streamline platform switching
16 September 2025
AJ Bell Investcentre has teamed up with adviser software firm Woven Advice to streamline platform switching and bulk migrations for advisers. Woven’s technology analyses platform and back-office system data, providing platform transfer analysis in easy-to-use dashboards. Advisers are able to compare platform fees, group clients into eligible cohorts, produce suitability reports, process client communications...
