True Potential has recently partnered with Origo to streamline the process of accessing automated valuation information within its adviser back-office platform. Through the Origo Integration Hub, advisers can now easily access daily valuations from a variety of providers all in one convenient location.
This collaboration is just one of many technology and service updates that True Potential has rolled out recently, including the introduction of the Indigo Smart Assistant and the Bondsmith Cash Savings service. By automating the task of obtaining valuation data that previously required manual input, True Potential aims to reduce delays and simplify the process for advisers.
Origo’s Integration Hub is a widely used tool within the financial services industry, connecting providers, platforms, and adviser technology systems. With over 65 organizations linked to the hub, advisers can expect broader provider access, daily automated valuation updates, and a reduced need for manual valuation requests.
Anthony Rafferty, CEO of Origo, emphasized the importance of delivering consistent, automated valuations directly into advisers’ workflows to improve efficiency and connectivity across the market. This partnership with True Potential allows automated valuation data to seamlessly flow into advisers’ existing processes without any additional charge or complicated systems.
Gregg Lang, CEO of True Potential Adviser Services, highlighted the benefits of this collaboration in empowering advisers to focus on delivering excellent advice to their clients. By investing in tools that help advisers run better businesses, serve more clients, and grow with confidence, True Potential is committed to removing obstacles and enhancing the adviser experience.
Overall, the collaboration between True Potential and Origo to automate adviser valuation data represents a significant step towards improving efficiency and enhancing the adviser-client experience. This update was originally reported by Private Banker International, a GlobalData owned brand.
