By connecting to the Origo network, which currently supports over 65 organizations, True Potential streamlines how advisors receive valuation data. This eliminates the need for fragmented, individual integrations, allowing information to flow directly into existing back-office systems. Advisors can now access more complete client records without navigating multiple provider portals.
True Potential Joins Origo Hub to Automate Advisor Workflows
UK wealth management firm True Potential has integrated its platform with the Origo Integration Hub, aiming to replace manual data entry with automated daily valuations. The move addresses widespread industry friction, where 91 per cent of advisors report daily service delivery issues linked to inefficient platform processes.
Gregg Lang, chief executive officer of True Potential Adviser Services, noted that the partnership allows advisors to dedicate more time to client counsel rather than administrative maintenance. The service is available on an opt-in basis at no additional cost. This update follows recent firm-wide technology investments, including the introduction of the Indigo Smart Assistant and the Bondsmith Cash Savings service.
Comments (0)
No comments yet. Be the first!