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...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019