--- title: Woven Switch - Its a no brainer description: Get switching to our integrated providers for free with Woven Switch image: https://wovenadvice.com/hubfs/Woven%20Switch%20feature.png --- [Skip to content](https://wovenadvice.com/switch#main-content) - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ``` - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ``` [![Woven-Advice-Primary-Logo-White-text-623x180](https://wovenadvice.com/hs-fs/hubfs/Woven-Advice-Primary-Logo-White-text-623x180.png?width=220&height=64&name=Woven-Advice-Primary-Logo-White-text-623x180.png)](https://wovenadvice.com?hsLang=en) - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) Open main navigation Close main navigation - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) - [Sign-up](https://wovenadvice.com/signup) [Sign-up](https://wovenadvice.com/signup?hsLang=en) **SWITCH by Woven Advice** # Platform switching made simple - and free With our integrated and aggregated data dashboards, you can evidence client outcomes and practice performance to build a stronger, successful and compliant business. [Get switching](https://wovenadvice.com/signup?hsLang=en) ![Switch teal](https://wovenadvice.com/hs-fs/hubfs/Switch%20teal.png?width=2000&height=1205&name=Switch%20teal.png "Switch teal") ## A no brainer exercise Where the upside far outweighs the downside. #### Switch providers and you could save your clients £100s per year Find better offers and functionality providing better outcomes to clients #### Save your team hundreds of days per year in ongoing admin Consolidating clients onto the platforms with the best integrations and service #### Save your business thousands in switching costs Efficient, reliable and where required, bespoke service to help on your journey ## Making a painful process delightful By putting data at the centre, everything else becomes easy as 1, 2, 3. **Step 1** ## Bulk cleanse and analyse your data With Woven’s proprietary technology, your back-office data is cleansed and prepared using AI-driven insights. Once clean, switching analysis is instant, giving you and your clients a clear view of potential savings. Woven then delivers a dynamic, segmented shortlist of clients,  complete with cost-saving analysis. ![Switching graphics1-1](https://wovenadvice.com/hubfs/Switching%20graphics1-1.png) **Step 2** ## Communicate with your clients at a click Use Woven templates to notify and advise clients on provider switches. Tailor and configure reports to match your firm’s brand and tone. Leverage Woven’s world-class integrations to deliver messages through each client’s preferred channel. ![switching comms](https://wovenadvice.com/hubfs/switchingn%20comms.png) **Step 3** ## Automated account opening Open accounts with ease using Woven’s individual, batch or bulk account opening - eliminating manual re-keying. Save hours, even days, as Woven's integrations transfer clean, accurate data to your new platform.   ![acc opening](https://wovenadvice.com/hubfs/acc%20opening.png) ## Our integrated platform partners Woven picks up your data from your back-office system, cleans and tidies it, then sends it to your selected partner platforms - in bulk or one by one. - ![AJ Bell card-3](https://wovenadvice.com/hs-fs/hubfs/AJ%20Bell%20card-3.png?width=570&height=352&name=AJ%20Bell%20card-3.png) - ![Aberdeen](https://wovenadvice.com/hs-fs/hubfs/Aberdeen.png?width=550&height=332&name=Aberdeen.png) - ![SS+C-2](https://wovenadvice.com/hs-fs/hubfs/SS+C-2.png?width=570&height=352&name=SS+C-2.png) - ![Fundment](https://wovenadvice.com/hs-fs/hubfs/Fundment.png?width=570&height=352&name=Fundment.png) - ![P1 card-3](https://wovenadvice.com/hs-fs/hubfs/P1%20card-3.png?width=570&height=352&name=P1%20card-3.png) - ![Timeline-1](https://wovenadvice.com/hs-fs/hubfs/Timeline-1.png?width=570&height=352&name=Timeline-1.png) # Pricing options Get started with Switch and a free trial of Analytics today #### Switch Free For integrated providers [Get switching](https://wovenadvice.com/signup?hsLang=en) Platform pricing dashboard Bulk, batch and individual switching Suitability reports Data cleaning Transfer tracking Account opening to integrated platforms #### Analytics £50 per adviser, per month [Start free trial](https://wovenadvice.com/signup?hsLang=en) Everything in Switch MI dashboards Insights Revenue and EV projections Fee modelling Data cleansing Unlimited users #### Enterprise For Nationals, Networks and Acquirers. [Get in touch](https://wovenadvice.com/signup?hsLang=en) Everything in Analytic and Switch Aggregated firm MI Acquisition modelling Firm evaluation dashboards Model B platform switching Acquisition DD support **Woven Advice presents** # Platform Switching Eats Strategy For Breakfast Download now to access our free whitepaper on platform switching.   ![Screenshot 2025-03-05 201313-2](https://wovenadvice.com/hubfs/Screenshot%202025-03-05%20201313-2.png "Screenshot 2025-03-05 201313-2") ### Download the Whitepaper **Ready to get started?** ### Get in touch for a demo today. 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