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...
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