Wealthtime has embedded Origo’s Unipass Letter of Authority (ULoA) technology as part of its ongoing digital-first efficiency drive. Origo’s ULoA portal is a flexible, secure, digital service that significantly increases the speed of sending and receiving Letters of Authority (LoA). The adviser-focused platform
Private-equity backed platform Wealthtime – formerly Novia - has embedded Origo’s Unipass Letter of Authority (ULoA) technology as part of its ‘ongoing digital-first efficiency drive’.
Wealthtime has launched an online notification centre for advisers to monitor their clients’ accounts. The centre will provide advisers with real-time updates for trading and admin requests, making it easier for advisers to keep their clients updated. Advisers can also search and filter by client to see the status of
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.