Scalable and secure, our service supports data readiness and integrates effortlessly with existing Origo services, making your migration process streamlined and efficient at every step.

What does Asset Migration really mean?
When an adviser firm recommends a new platform proposition to their clients, asset migration is the organised transfer of those clients’ holdings, often in bulk, from the old to the new platform. This isn’t just a technical handover; it’s a high-touch, multi-stage journey that involves preparing and cleansing client data, segmenting customers into relevant groups, and securing approvals and documented advice before any move takes place. Every transfer is designed to be compliant and transparent. While migrations are typically managed as a single project covering multiple clients, each client’s circumstances, advice, and communications are considered individually to ensure the move is appropriate and in their best interests.

Our service, Origo Asset Migration, provides full visibility into each stage of the migration process, so the platform and the adviser involved can see the current status and next steps at any time. It also supports the inescapable industry-wide competition that exists in the UK platform sector, ultimately providing innovation for both platforms and advice firms and better outcomes for clients.