Origo launches transfer tracking service for advisers

'Reduction in time chasing progress reports'

Tom Ellis
clock • 1 min read

Origo has launched a transfer tracking service, which will make it easier for advisers to monitor the progress of pension, ISA and GIA transfers.

The service, which is available on the Origo Integration hub, allows advisers to see the exact progress of clients' transfers online. It provides real-time data directly to a platform or provider's adviser portal. Origo also said the service delivers benefits for providers and platforms by "significantly" reducing the volume of calls chasing transfers, reducing the cost for handling adviser and client queries, and improving customer service. The fintech company also said the service will help providers integrate more easily with adviser platforms and provide accurate and timely transf...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Mixed year for platforms as Budget fuelled investor uncertainty

Mixed year for platforms as Budget fuelled investor uncertainty

Advised platform assets totalled £697bn in 2024

Jenna Brown
clock 30 January 2025 • 2 min read
Quilter tops table as most recommended adviser platform in 2024

Quilter tops table as most recommended adviser platform in 2024

Last year's top ten recommended adviser platforms

Jenna Brown
clock 22 January 2025 • 1 min read
Quilter platform delivers record quarterly net inflows of nearly £2bn

Quilter platform delivers record quarterly net inflows of nearly £2bn

Fourth quarter results from Quilter

Jenna Brown
clock 22 January 2025 • 1 min read