Wealthtime adopts letter of authority tech onto platform

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

Isabel Baxter
clock • 1 min read

Private-equity backed platform Wealthtime – formerly Novia - has embedded Origo’s Unipass letter of authority (LoA) technology as part of its ‘ongoing digital-first efficiency drive’.

Origo's Unipass LoA aims to be "a flexible, secure, digital service which significantly increases the speed of sending and receiving LoAs". From 15 April, advisers signed up to the Unipass LoA portal and using the Wealthtime platforms should be be able to utilise the technology for faster client approvals, to request policy details from multiple providers digitally, and handle client paperwork online. Access to real-time information means advisers can track the status of LoAs at every step of the process without having to pick up the phone, Wealthtime stated. Wealthtime chief techn...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Platforms

Schroders UK Platform Awards 2024: Voting closes 26 July!

Schroders UK Platform Awards 2024: Voting closes 26 July!

Awards to be held on 24 September at the London Hilton Park Lane

Professional Adviser
clock 09 July 2024 • 1 min read
Schroders UK Platform Awards 2024: Adviser entries open!

Schroders UK Platform Awards 2024: Adviser entries open!

Awards to be held on 24 September at the London Hilton Park Lane

Professional Adviser
clock 14 June 2024 • 2 min read
Why advice firms should outsource their platform due diligence

Why advice firms should outsource their platform due diligence

‘It's really time consuming to do it on an individual firm basis’

Isabel Baxter
clock 07 June 2024 • 5 min read