Origo launches transfer tracking service for advisers

'Reduction in time chasing progress reports'

Tom Ellis
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Anthony Rafferty: "One of the challenges advisory firms face in getting their job done is not knowing where a transfer might be in the process from one provider or platform to another."
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Anthony Rafferty: "One of the challenges advisory firms face in getting their job done is not knowing where a transfer might be in the process from one provider or platform to another."

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...

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