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Abrdn to revamp adviser platform offering

By Robbie Lawther, 23 May 23

Company said it is ‘committed to making things simple for advisers’

Asset management giant Abrdn has launched AdviserOS to bring together its existing platforms and services.

AdviserOS will simplify processes, prioritise service and deliver end-to-end technology enhancements around advisers’ needs.

The firm said that the ‘less is more’ approach will enable Abrdn to better serve firms, so advisers can focus on building relationships with clients, delivering great financial advice and growing their business. It will also enable Abrdn to adapt its offering faster to unlock efficiencies and meet the needs of advisers and their clients.

AdviserOS will help advisers to:

  • Create capability to advise more clients;
  • Increase efficiency and reduce cost to service; and
  • Enable business growth.

As part of Abrdn’s adviser experience programme, advisers currently on the Abrdn Wrap, Elevate and Fundzone platforms will benefit from an upgrade to AdviserOS. This will begin later this year.

Noel Butwell, chief executive of Abrdn Adviser, said: “We are more than a platform, we’re a broad business helping to solve a variety of challenges for our clients.

“We put our strength to work to drive positive outcomes for advisory businesses and we’re always working to enhance the experience of advisers working with us by continually investing in our adviser experience programme.

“Good technology isn’t the silver bullet, so we must think beyond features and functions and prioritise personalised service, effortless experiences, and guaranteed stability for our advisers. This end-to-end simplicity will enable growth.

“We are committed to making things simple for advisers, with support they need and the solutions that deliver, to drive operational efficiencies that brings success to their business and their clients.”

Tags: Abrdn

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.