True Potential Partners with Origo to Automate Wealth Management Valuation Data

Quick Summary

True Potential has integrated with the Origo Integration Hub to provide wealth management advisers with automated daily valuations. This partnership eliminates manual data requests, reducing administrative friction for the 91% of advisers impacted by poor platform service, ensuring straight-through processing and more accurate client reporting.

How Does True Potential Solve Manual Valuation Delays?

True Potential addresses the significant administrative burden facing UK wealth managers by automating the flow of data-rich valuations. Historically, advisers have struggled with fragmented processes, with research indicating that 88% of advisers had to apologize to clients due to platform service failures in the last year. By joining the Origo Integration Hub, True Potential enables:

• Straight-through processing for valuations across multiple providers.
• Automatic daily updates delivered directly into existing back-office workflows.
• Elimination of manual intervention, reducing the risk of human error.

This integration ensures that advisers can access timely client information without learning new systems, as the service is offered on an opt-in basis at no additional cost.

What Results Has Origo Technology Delivered for Advisers?

The Origo Integration Hub acts as a central connectivity point for over 65 connected organisations across the financial services industry. By utilizing a single connection point, True Potential removes the need for advisers to manage multiple individual integrations. The primary benefit is a drastic reduction in administrative complexity, allowing professionals to focus on high-value advice rather than data entry. Key metrics include:

• Access to data from multiple providers in one centralized location.
• Support for Directly Authorised populations within the True Potential network.
• Integration with Indigo Smart Assistant and Bondsmith for a unified investment view.

FF NEWS TAKE:

This move by True Potential to integrate with the Origo Integration Hub significantly moves the needle for UK wealth management. By tackling the "valuation gap" - where manual requests slow down client reporting - they are addressing a top-tier pain point. In an era where automated daily valuations are becoming the baseline expectation, this partnership solidifies True Potential's position as a tech-forward leader, effectively turning administrative friction into a competitive advantage for their advisers.