From there to here, with less hassle.
Managing clients across multiple platforms is complex. Moving them to your chosen platform shouldn’t be.
That’s why we’ve developed a fully digital, platform-integrated Asset Transition Solution—designed to make transitions faster, smoother, and supported from start to finish.
We help firms transition clients seamlessly at scale. Our solution is built around your advice model, with a Dedicated Transition Team guiding you every step of the way.
Our Asset Transition Solution isn’t just a transfer, it’s a smarter, more efficient way to move your clients.
Ready to make the switch?
Email us at CATS@Aviva.com or speak to your Aviva contact to get started.
Not yet registered on our adviser website?
You'll need to register for an account to use this service.
Why transition assets?
Adviser Benefits
Our Asset Transition Solution isn’t just a transfer, it’s a smarter, more efficient way to move your clients. Our digital solution delivers:
Client Benefits
Your clients benefit from a smoother transition and enhanced investment experience:
How it works: Your 5-step upgrade journey
Step One: Segment
Identify suitable clients using our product, fund, and pricing engine—built to support bulk analysis and segmentation.
Step Two: Prepare
Generate all client-facing documents and compliant illustrations with one simple click. Individually or at scale, you choose.
Step Three: Engage
You issue the advice, supported by optional campaign tools and flexible guidance tailored to your advice approach.
Step Four: Apply
Applications are pre-populated and digitally prepared, ready for your review and submission with minimal admin.
Step Five: Transfer
Whether in-specie or cash, transfers are handled digitally and tracked end-to-end, keeping you informed throughout.
Meet Your Dedicated Support Team
Behind every successful transition is a team that understands your business.
Account Manager
Your day-to-day contact, always at hand for oversight and guidance.
Asset Transition Manager
Personalises your requirements, plans, and guides you through every stage.
Platform Adoption Consultant
Your technical expert, ensuring smooth operational processes and best practices.
Dedicated Transfer Team
Provides operational support for a smooth, efficient transfer.
Seamless, smooth, supported
Transcript for video Asset Transition Solution
Asset Transition Solution
Managing clients across multiple platforms is complex. Moving them to your chosen platform shouldn’t be.
That’s why we created the Aviva Asset Transition Solution — a fully supported, platform-integrated digital solution that makes bulk transitions seamless, smooth, and simple.
Our solution is built with advisers in mind. We deliver:
Digital automation — reduces admin with immediate automated asset matching and compliant bulk illustrations
Platform integration – seamlessly connects with the Aviva Platform and with your CRM
Flexible support models – choose self-serve, Aviva-managed, or joint support
No cost – complimentary solution with no additional fees
Scalable transitions – bulk, phased or individual transfers
Your Support Team
You’re backed by a dedicated team:
An Asset Transition Manager to tailor the journey
A Platform Adoption Consultant for technical support
A Transfer Team to ensure smooth, efficient processing
Together, we make transitions feel like progress.
Your clients benefit too — with access to thousands of funds, flexible investment options, and a smoother, more transparent experience, with no additional charges.
Ready to make the switch? Let’s make it simple, together. Speak to your Aviva contact or email CATS@Aviva.com to get started.
LF90147 12/2025
Aviva Life Services UK Limited.
Registered in England and Wales No. 2403746. Aviva, Wellington Row, York, YO90 1WR.
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