Aberdeen Adviser has launched a new Client Asset Migration Service designed to ease the process of moving client assets from one platform to another, helping financial advice professionals focus on advice delivery rather than worrying about administrative burden, unprofitable activity, potential customer detriment, and business risk.
The service addresses the longstanding advice operational 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 the client experience. With increasing consolidation across platforms and growing demand for operational efficiency, the new service is set to provide meaningful support at a critical point in the adviser-client relationship.
The Client Asset Migration Service handles the full transfer in process on behalf of advisers. The Aberdeen Adviser process starts at the discovery phase to identify what assets can be moved easily and those that need extra care and attention. Aberdeen Adviser coordinates directly with the ceding platform, manages regulatory checks and documentation, and provides advisers with real-time updates on progress and expected timelines.
Advisers are supported by a named onboarding manager who oversees the entire migration, ensuring continuity and proactive communication at every stage.
Key benefits of the new service include:
- Reduced adviser admin and operational complexity
- Improved transfer efficiency and speed
- Lower risk of delays or errors
- Better end-client experience during transitions
- Scalable support for firms consolidating platform usage or onboarding new clients
- Supporting adviser businesses at scale
The service is designed to be particularly valuable for advice firms consolidating their platform footprint, wanting to improve their client’s platform experience or transitioning clients at scale. By streamlining the resource required from advisory firms, the service allows professionals to focus on client outcomes and long-term planning rather than operational logistics.
“We know that moving assets between platforms can be one of the most time-consuming and frustrating parts of an adviser’s workflow,” said Verona Kenny, Chief Distribution Officer at Aberdeen Adviser. “This service removes that friction. We’ve built a process that is efficient, transparent and fully supported by our in-house team, so advisers can focus on delivering great advice and service to their clients free from unnecessary admin distractions and headaches.”
As regulatory pressures mount and client expectations rise, the ability to transition smoothly between providers has become a key part of an advice firm’s operational toolkit. Aberdeen Adviser’s Client Asset Migration Service helps ensure that platform change no longer has to come at the cost of client service or firm efficiency.
For more information on the service, advisers should contact their Aberdeen Business Development Manager.
