
7 Lochside View, Edinburgh Park, Edinburgh, EH12 9DH, United Kingdom
Connecting the financial services industry for the benefit of everyone
Who we are
Our mission is to be the FinTech supplier of choice to connect the financial services marketplace for the benefit of everyone.
We have been creating solutions to industry problems for over 35 years, digitising common business processes, and reducing time and costs for all involved.
We’re passionate about doing right by our customers, earning their trust through collaboration and delivering great service and quality developments that help them deliver world class services for their own customers.
We’re proper experts at what we do. As well as having an extensive knowledge and experience of our sector, every member of our team is genuinely passionate about delivering solutions that make a difference.
Whether you're an adviser who needs to protect your clients' data, or you need a secure email solution that is integrated into your organisation's workflow, Mailock can help. Simple to use and easy to integrate into your existing systems and processes, Mailock provides a variety of solutions suitable for single advisers......
Scalable and secure, our service supports data readiness and integrates effortlessly with existing Origo services, making your migration process streamlined and efficient at every step. What does Asset Migration really mean? When an adviser firm recommends a new platform proposition to their clients, asset migration is the organised transfer of those clients’......
The service’s design draws on our experience in the financial services market and we have built Origo Dashboard Connector to enable pensions providers and administrators to quickly respond to consumers’ pension data requests and provide valuations data at any time of day, every day of the year. By using our service,......
Connect once to our Hub, connect to everyone Our Integration Hub sits in-between platforms and adviser software suppliers, providing benefits such as: Significantly improved integrations between organisations - removing complexity and additional maintenance. Simplified integration with trading partners. Removing the need to undertake a new IT build each time. Simplified integration process. By supporting......
Our service has saved the industry millions from payments made in error to deceased pension members. To alleviate the potential data accuracy problems, our mortality screening solution delivers a proactive approach to improving and identifying any issues within your member database. Mortality Screening Reduce fraud and identify significant savings through reduced annuity......
The only complete transfer service Transfer times reduced by 80%, with many in less than one hour Handling 1.6 million transfers each year Over £70 billion of customer assets transferred annually The UK market leader Launched in 2008, the Origo Transfer Service was the first of its kind available in the UK. It is still......
For advisers Financial advisers will be able to see and track the progress of their clients' transfer online. This means a significant reduction in phone calls to check status and completion timescales and improves the customer service for advisers and their clients. What makes Transfer Tracking unique? Transfer Tracking is the only service......
Unipass Identity provides you with a single means of identification to easily and securely log in to multiple platforms, systems and digital services throughout the financial services sector. The power of Unipass Identity Used by 8 out of 10 UK financial advisers Designed specifically for the financial services industry Reduces the risk of online......
Designed as a Beta service, we have gathered and implemented feedback from the adviser community, enabling us to evolve the service and implement changes to address the most requested upgrades. As a result, Unipass Transfer Tracking now offers new enhancements, improving efficiency and overall user experience. How does it work? Advisers will be......