Old Mutual Wealth has contacted advisers who use the Aviva platform to learn how it might prevent similar issues experienced by that provider happening in its own replatforming exercise.
Aviva moved client assets onto its new platform in January.
The platform went through a five-day blackout period and advisers complained of issues with client payments, accessing valuations and getting the platform to accept new applications.
Both Aviva and Old Mutual are replatforming onto FNZ software. Old Mutual Wealth made the decision to switch to FNZ from rival technology firm IFDS last year as project costs were estimated to escalate to £450m.
OMW platform proposition head Jeremy Mugridge says the OMW platform will likely undergo a similar blackout period as part of its own project but it is too soon to predict its extent.
OMW is currently setting up a wider panel of advisers to test the new system. Mugridge says a small group of advisers was also formed in the early stages of the project to give guidance.
He adds: “We want a cross-section of adviser needs and we are recruiting them at the moment.”
Mugridge says the replatforming is on track to complete as expected in late 2018/early 2019, with migration to follow afterwards.