Whitepaper
A Connected World
Our whitepaper looks under the bonnet of systems integrations undertaken and planned by platforms.
Insights Article
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', discusses the current issues experienced by platform providers and advice firms when undertaking manual bulk asset transfers. Origo Asset Migration addresses these challenges head-on. Discover the true problem and solution by reading our article.
