True Potential & Origo Automate Adviser Valuations

True Potential has partnered with Origo to integrate automated valuation information into its adviser back-office platform. This collaboration leverages the Origo Integration Hub, a system connecting over 65 financial services organizations, to deliver daily valuations from various providers in a centralized location.

The primary goal of this initiative is to eliminate the delays and extra steps previously required for manual data handling. By automating the valuation process, advisers can expect reduced administrative burdens and increased efficiency.

This partnership is a component of True Potential's ongoing technology and service enhancements, including the introduction of the Indigo Smart Assistant and Bondsmith Cash Savings service. The integration offers advisers broader provider access and lowers their dependence on manual valuation requests, all at no additional cost and on an opt-in basis.

Origo CEO Anthony Rafferty stated that advisers should not have to manage fragmented, manual processes for fundamental data like valuations. True Potential Adviser Services CEO Gregg Lang added that this partnership helps remove obstacles for advisers, enabling them to dedicate more time to providing advice and serving clients effectively.