Wealthtime adds Origo’s Unipass LoA tech

Wealthtime, the adviser-focused platform business, has embedded Origo’s Unipass Letter of Authority (ULoA) technology as part of its ongoing digital-first efficiency drive.

Origo’s Unipass Letter of Authority is a flexible, secure, digital service which significantly increases the speed of sending and receiving LoAs. From 15th April advisers signed up to the ULoA portal and using the Wealthtime platforms will be able to utilise the technology for speedier client approvals, to request policy details from multiple providers digitally, and handle client paperwork quickly online. Access to real-time information means they can track the status of LoAs at every step of the process, without having to pick up the phone.

Eden Scrivenger, Chief Technology and Operations Officer at Wealthtime, said: “Our job is to make things easier for advisers and their clients at every step of the journey. In a digital age, requiring wet ink signatures for LoAs causes unnecessary processing delays in tasks that should be quick and straightforward. We are therefore very pleased, through the adoption of Origo’s Unipass LoA service, to be able to streamline and speed up the LoA process for advisers using our platforms. It’s a great example of digital-first solutions benefiting everyone involved.”

Anthony Rafferty, Chief Executive Officer at Origo, said: “We’re delighted to welcome Wealthtime to ULoA. By adopting the solution, Wealthtime sets a powerful example as a digital-first organization – helping to bring faster and easier ways of working to the adviser market. ULoA will play a pivotal role in increasing efficiencies and sustainability efforts within financial services, and is a clear indicator of the future direction for the industry. At Origo, we’re committed to creating solutions that not only improve connectivity and operational efficiency, but also contribute to a more sustainable business ecosystem. The implementation of ULoA by Wealthtime is a perfect example of this in action. It showcases how secure digital communication can have a profound impact, not just on the bottom line, but on the planet.”

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For more information on the industry wide issue and Origo’s solution which will fix the LoA process for good, download Origo’s Whitepaper here.

For further information about Wealthtime please visit www.wealthtime.com or contact Sam Prince-Mernick – sam.prince-mernick@mrm-london.com / 07471 351 584

For Origo: Rob Kingsbury, KGR Media Services – 07900 931 305