True Potential is partnering with Origo to so that advisers can access automated valuation data through the fintech firm’s Integration Hub, reducing their reliance on manual valuation requests.
The Origo Integration Hub is widely used across the financial services industry to connect providers, platforms and adviser technology systems. Through a single connection, automated valuation data is delivered directly into advisers’ existing workflows, removing the need for multiple individual integrations and reducing administrative complexity.
True Potential’s integration with the Origo Integration Hub is live now and available to the firm’s Directly Authorised population. The service is available at no additional cost for advisers and can be activated on an opt-in basis, with no new systems or processes to learn.
Gregg Lang, CEO of True Potential Adviser Services, said: “For today’s advisers, choosing a back-office partner is about making a decision on where they want to be in five years and how to remove some of the obstacles that stand between them and their clients.
“Manual valuation requests are exactly that kind of obstacle – time-consuming, error-prone and entirely avoidable. Our partnership with Origo, along with existing processes, will give advisers even more time to focus on what they do best – giving brilliant advice – and is the latest in a series of investments True Potential has made in the tools that allow advisers to run better businesses, serve more clients and grow with confidence.”
Anthony Rafferty, CEO of Origo, added: “Advisers should not have to contend with fragmented, manual processes to access something as fundamental as valuation data. We are delighted to welcome True Potential to the Origo Integration Hub, marking another important step forward, as our network grows to more than 65 connected organisations across the industry.
“This milestone reflects a shared commitment to improving how data flows between providers, platforms and adviser systems. By delivering consistent, automated valuations directly into advisers’ existing workflows, we are reducing friction, cutting administrative burden and helping to set a new standard for efficiency and connectivity across the market, ultimately enabling advisers to spend more time focused on client outcomes.”
