Preparation

Find out what you need to do to get ready for the change over to the new technology platform. Check on timings and download a checklist to make sure you are on track

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Adviser software updates

As part of our technology platform upgrade we have worked with back office software providers to enhance the integrations we offer and to minimise any disruption through our migration process. Where possible, we have ensured that all updates will happen automatically but in some cases you may need to carry out some additional steps. Please click on the name of your back office provider below to see which services will be offered and to find out if you need to take any action.

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