True Potential has partnered with Origo to deliver automated, daily valuations from multiple providers into advisers’ existing workflows.
The wealth management firm said advisers whose back-office software is connected to the Origo Integration Hub will benefit from wider provider coverage, automated daily valuation updates and reduced reliance on manual valuation requests within their existing system. This will help them access more timely and complete client information.
Research has found that poor service delivery from platforms impacts 91% of advisers every day, with 88% of advisers having to apologise to at least one client on behalf of a platform in the past 12 months.
With over 65 connected organisations, the Origo Integration Hub is widely used across the financial services industry to connect providers, platforms and adviser technology systems.
The service is available at no additional cost for advisers and can be activated on an opt-in basis.
The partnership is the latest in a sustained programme of investments from True Potential that includes the launch of its Cash Savings product and Indigo Smart Assistant.
Gregg Lang, chief executive officer of True Potential Adviser Services, said: “For today’s advisers, choosing a back-office partner is about making a decision on where they want to be in five years and how to remove some of the obstacles that stand between them and their clients.
“Manual valuation requests are exactly that kind of obstacle – time-consuming, error-prone and entirely avoidable. Our partnership with Origo, along with existing processes, will give advisers even more time to focus on what they do best – giving brilliant advice.”
Anthony Rafferty, chief executive officer of Origo, added: “Advisers should not have to contend with fragmented, manual processes to access something as fundamental as valuation data.
“We are delighted to welcome True Potential to the Origo Integration Hub. This milestone reflects a shared commitment to improving how data flows between providers, platforms and adviser systems. By delivering consistent, automated valuations directly into advisers’ existing workflows, we are reducing friction, cutting administrative burden and helping to set a new standard for efficiency and connectivity across the market, ultimately enabling advisers to spend more time focused on client outcomes.”
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