Quilter platform Old Mutual Wealth (OMW) head of proposition marketing Jeremy Mugridge has said the team are "not scared" as it prepares re-platform from one technology to another.
In February, OMW confirmed it had completed its "soft launch" of the platform, which saw several staff move onto its FNZ-powered platform and then, in August, it revealed it was in the final stages of its re-platforming programme. Mugridge told Professional Adviser that, if they were not prepared for the migration and had not learnt lessons from other firms who have re-platformed, then he probably would be cautious. "We've been able to take a different approach because we have been able to learn from other people," he said. "[We are] grateful that other people have gone before us." ...
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