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Advisers, are you ready to take your clients' transfer experience to the next level? With our newest Unipass solution Unipass Transfer Tracking (UTT), you can track the status of a client transfer going through the Origo Transfer Service in just a few clicks. By increasing transparency on the status of transfers, the service improves efficiency for advisers, and enhances customer experience for clients. To discover more on the benefits UTT can bring you and your clients read our latest guide.

Unipass Transfer Tracking offers significant benefits to advisers through enabling them to track and view the status of clients’ transfers. View transfer status in real time, with 24 hour accessibility. Reduced call volumes, saving time, effort and resource. The transparency of being able to track transfers, will minimise the need for advisers to chase transfer statuses. Security is a primary consideration for Origo, so only Unipass Identity users will be able to use this service. Discover the benefits, how the service works, and adviser testimonials in our latest guide.

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Advisers, providers, we’ve heard you loud and clear! 📣 The letter of authority process is a nightmare at times. That’s why we have built Unipass Letter of Authority (ULoA), our digital and efficient solution to LoAs with input from advisers, providers and platforms. Here’s what one satisfied user said about ULoA improving and simplifying their LoA process: “Everything is in one place and easy to track once sent”. Want to discover how other advisers and providers have simplified their LoA process? View our free testimonials booklet ➡️ https://lnkd.in/em3Wj_B7

It goes without saying that we all value our time, especially when it comes to providers, advisers and platforms. When building our innovative digital service, Unipass Letter of Authority (ULoA), we ensured we prioritised user’s time. Our service speeds up the once manual LoA process. 🚀 In a recent survey, ULoA users highlighted the speed of processing LoAs as a key benefit of our digital service: “Speed of generating letters of authority” Discover other ULoA users which have reduce their LoA processing time today: https://lnkd.in/evQkNNPN