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Our award winning Online Service has been designed to help you reduce the time you spend on administration, allowing you to focus on activities that add value to your business.
Origo Options now for pension transfers
Having successfully streamlined the process for Open Market Options (OMOs) in July this year we are now extending the use of Origo Options to include pension transfers from October.
Origo Agency Administration
We have signed up for Origo’s Agency Administration system, making it easier and quicker for you to manage changes to your company details.
Do you use Unipass?
Unipass makes it easy to access most financial services websites. It puts an end to all those different user IDs and passwords that you have to remember.
Registering for our Online Service is easy. Complete the whole process online without needing to sign or post anything.
Unipass is a simple solution to access financial services websites and tools without having to remember passwords.
Our award-winning Online Service has been designed to help make client administration quicker and easier.
Our Online Service is one of the most comprehensive and advanced in the industry, with a wide range of tools and features.
We provide a range of services for individual and corporate clients. Find out what's available.
We currently provide data links to the following systems: Avelo's Adviser Office, Intelliflo's Intelligent Office and True Potential.
The most common questions we get asked about our Online Service are shown below.
If your question isn't answered or you need more help, please contact our Support team.
For professional advisers only
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