Investment manager Aberdeen Adviser's new service is designed to streamline platform transitions for advisors.

Aberdeen Adviser has launched a new Client Asset Migration Service designed to ease the process of moving client assets from one platform to another. The service aims to help financial advice professionals concentrate on advice delivery rather than worry about administrative burden, unprofitable activity, potential customer detriment, and business risk. 

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 is designed to ensure that platform change no longer has to come at the cost of client service or firm efficiency.

The firm said advisors 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 advisor administration 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, and supporting advisor businesses at scale, the firm said in a statement.

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, the firm continued. 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 advisor’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 advisors can focus on delivering great advice and service to their clients free from unnecessary admin distractions and headaches."