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

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Adviser platform net sales hit £3.1bn despite spike in lump sum withdrawals

Assets rose to £683bn in best third quarter in three years

Isabel Baxter
clock 15 November 2024 • 4 min read
Schroders UK Platform Awards 2024: Full list of winners revealed!

Schroders UK Platform Awards 2024: Full list of winners revealed!

See who took home a trophy at last night’s ceremony in London

Professional Adviser
clock 25 September 2024 • 1 min read
Fidelity and Abrdn among firms joining new investment platform trade body

Fidelity and Abrdn among firms joining new investment platform trade body

Platforms Association launches amid growing regulatory scrutiny

Valeria Martinez
clock 23 September 2024 • 2 min read