Asset migration

Benefits for your business

There are potential benefits to be gained from asset migration.

  • Delivering better client outcomes
  • Re-engaging with old clients
  • Securing client income
  • Delivering an effective, consistent process for all clients

We’re committed to helping advisers conduct best practice due diligence.

What's involved in asset migration?

Before the process can begin there are some elements that you should consider:

  • Client segmentation - determining which clients would benefit from Asset migration
  • Prioritising client data - identifying which groups would benefit from moving first
  • Cost comparison calculations - it's obviously helpful to be able to easily demonstrate the value of your advice to your clients