From Migration Madness to Migration Masters: How Origo Asset Migration Empowers UK Advice Firms
Advisers, moving your clients’ assets in bulk shouldn’t feel like a step back in time. Yet too often, the process is slow, manual, and error-prone, often relying on spreadsheets that belong in the pre-digital era. The result? Infrequent migrations, inconsistent methods, and unnecessary stress for you.
It doesn’t have to be this way. Our booklet, 'From Migration Madness to Migration Masters: How Origo Asset Migration Empowers UK Advice Firms', introduces our solution and the benefits it brings to Advice Firms. Furthermore, the guide outlines how you can really get the most out of our solution.