Bulk Asset Migration: Minimising Complexity for Advisers and Platforms

Asset migration has become one of the most pivotal yet challenging processes in the UK financial advice landscape. It's more than just an operational step; it's a defining moment in adviser-platform relationships. As it stands, the current process is fatigued, manual, and resource-heavy. As an industry, we can't sit back any longer; we should continue to strive to seek an improved asset migration process and ultimately, better outcomes for clients.

Our free article, 'Bulk Asset Migration: Minimising Complexity for Advisers and Platforms', explores these issues and points to how Origo Asset Migration offers a direct solution. Simply fill in this short form below to read the article.