Aberdeen Adviser pilots Woven Advice for platform switching and bulk book transfers

Aberdeen Adviser, provider of one of the UK’s largest adviser platforms by assets, is piloting with Woven Advice to simplify platform switching and bulk book transfers.

Using platform, crm and back-office data, Woven allows advisers to draw fee comparisons, segment clients by type, create suitability reports, and communicate with clients using an intuitive dashboard.

Advisers can also use Woven to set up new client accounts on Aberdeen Wrap through Aberdeen’s Bulk migration tool, which means the entire migration journey can be handled within a single, cohesive environment.

Historically, moving clients between platforms at scale has been a slow and labour-intensive undertaking. Woven addresses this head-on, replacing cumbersome manual workflows with smart, automated processes that significantly cut the time and effort involved.

Through the pilot Aberdeen have proved the process by setting up 300 clients onto Wrap, with another six advice firms /networks now signed up to use the Aberdeen Wrap partnership with Woven. The service will go live for all Wrap clients in Q3. 

This partnership forms part of Aberdeen Adviser’s wider strategy to work with leading fintechs and invest in data integration focused on solving real problems for advisers.

Last year, Aberdeen Adviser began working with Intelliflo to improve data accuracy across advisers’ systems, join up previously disconnected workflows and put more capacity back into advisers’ businesses.

These integrations have already helped to speed up the account set-up process. Onboarding to Wrap now takes just three days, and by the end of this year it will take just a single day.

Derek Smith, Chief Product & Technology Officer at Aberdeen Adviser, said: “Partnering with Woven helps to advance our mission to become one of the most integrated advised platforms on the market. We know advisers don’t want to spend hours inputting data and drawing the analytics they need to complete a transfer themselves. By integrating with leading fintechs like Woven, and building the bulk transfer tool within Aberdeen, we can free up more time for advisers which they can then go and spend growing their businesses and building stronger relationships with clients.”

Nicky Sevel, CEO of Woven Advice, said: “The challenges around platform transfers are well-documented, with data quality issues causing at least half of all attempts to fall at the first hurdle. These challenges have gone unresolved for far too long, but Woven exists to change that by working with forward-thinking partners like Aberdeen Adviser. We help advisers to strengthen data integrity from the ground up, offering an end-to-end service which covers everything from the analysis to the advice and the transfer itself. This means everything is handled with full clarity and minimal friction, whether it’s for a single client transfer or for an entire book.”
ENDS

Media enquiries

Rachel Cashmore 

Senior Manager, Media Relations: Adviser and Investments

Rachel.Cashmore@aberdeenplc.com 

0734 170 3358

Notes to editors

About Adviser 

Aberdeen’s Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their businesses and their clients.

Adviser offers a combination of tools and services personalised to the needs of IFAs, including access to the full suite of investment solutions that Aberdeen offers as well as a wide range of open architecture investment options.

As at 31 December 2025, Adviser business managed and administered £80.4bn of client assets.

www.aberdeenadviser.com

About Aberdeen Group plc

Aberdeen is a leading Wealth & Investments group, working to help millions of customers and clients turn their financial goals into reality. As at 31 December 2025, Aberdeen managed and administered £556bn of client and customer assets across its three core business, interactive investor, Adviser and Investments.

www.aberdeenplc.com 

The value of investments and the income from them can go down as well as up and investors may get back less than the amount invested.

Aberdeen Platform Limited, provider of Wrap platform, is registered in Scotland (SC180203) at 1 George Street, Edinburgh EH2 2LL and authorised and regulated by the Financial Conduct Authority. 

About Woven Advice

At Woven Advice, we’re transforming data management for wealth management firms by freeing up business owners and financial planners so they can focus on what they do best: advising clients. Manual processes like re-keying data, collecting valuations and producing reports waste valuable time and hinder growth. 

We believe AI and automation are the future of professional services, and wealth management has the ideal framework to harness these innovations. Yet data remains the biggest challenge. 

Our solutions help firms streamline and consolidate their data, improving efficiency, profitability and compliance. With Woven Advice, business owners and planners can transition to a more productive, technology-driven future - where client service is elevated, and business growth is seamless.