Origo launches transfer tracking service for advisers

'Reduction in time chasing progress reports'

Tom Ellis
clock • 1 min read

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 adviser portal. Origo also said the service delivers benefits for providers and platforms by "significantly" reducing the volume of calls chasing transfers, reducing the cost for handling adviser and client queries, and improving customer service. The fintech company also said the service will help providers integrate more easily with adviser platforms and provide accurate and timely transf...

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