ProviderLookup.org has made its Financial Services Directory free to use for paraplanners and advisers, through partnering with Origo and NextGen Planners.
ProviderLookup.org, part of the Plus Group, provides a searchable directory of over 1,300 financial service providers.
This initiative is designed to enhance accessibility and efficiency for professionals across the financial services sector, especially when dealing with Letters of Authority and business processing tasks. Provider Lookup also confirms whether the provider is a member of Origo’s Unipass Letter of Authority service, an innovative digital letter of authority solution.
ProviderLookup.org offers a comprehensive, searchable directory that includes detailed contact information, departmental breakdowns, and notes on providers’ document acceptance policies. The platform is further enhanced by a user-friendly browser extension, enabling seamless integration into existing workflows and providing quick access to essential provider details.
Scott Daniels spokesperson for ProviderLookup.org, said: “Our mission is to streamline access to vital provider information for financial professionals,” said . “By partnering with Origo and NextGen Planners, we’re able to offer this invaluable tool at no cost, empowering users to save time and enhance their service delivery.”
The platform is continually updated, incorporating feedback from providers and users to ensure accuracy and relevance. Features such as click-to-call functionality, favourites lists, and a unique plan number search capability (currently in beta) are tailored to optimise user experience and operational efficiency.
For more information and to access the directory, visit ProviderLookup.org.
Main image: onur-binay-_yC2htzMYnI-unsplash
