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The Unipass Letter of Authority (LOA) project started four years ago and was developed by Origo with input from a Working Group consisting of adviser firms and providers. It was officially launched on 31st May 2021.

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

INSIGHTS:

Integration Hubs & Tools – Origo

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Integration Hubs & Tools – Finio

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LinkedIn account restrictions: Understanding your rights and the road to reinstatement

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REGTECH SUPPLIER/SOFTWARE: Aveni

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Artificial Intelligence – AI Tools & Services – FE Fundinfo NexusAI

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Report Generation Supplier/Software: Ammonite

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Adviser Tech & AI – Everyone You Need to Know

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