Letter of Authority (LOA) Platform
Drastically Speed Up Processing & Free Your Financial Advisors
Stop Losing Time to the LOA Bottleneck
If your financial firm relies on spreadsheets, email and manual lookups to manage Letters of Authority, you are losing out on productivity gains. The complexity of UK provider requirements, different forms, different SLAs, inconsistent submission methods, creates a massive administrative hurdle.
This bottleneck costs your firm precious revenue, delays client service, and forces highly paid advisors to spend their time on tasks a tool should handle.
Introducing the LOA Platform: Purpose-Built Tracking Software
We built the Letter of Authority (LOA) Platform to solve this single, expensive problem. Delivered as a simple, powerful solution, it transforms the entire LOA process from a manual chore into a streamlined, compliant workflow. It’s the specialised project management tool your advisory firm has been waiting for.
Core Features That Drive the Speed
Intelligent Creation & Submission: Auto-generate compliant LOA forms with fields that intelligently adapt based on the selected UK provider.
Centralised Provider Knowledge Base: Access SLA deadlines, required documentation, and submission methods for key UK providers in one place.
Dynamic Tracking Dashboard: Get an instant view of all LOAs: see pending, completed, overdue counts, and utilise color-coded status badges and a “Days Remaining” counter.
Contained Communication: Generate ready-to-copy email content directly from the platform to maintain message consistency and advisor control.
Dedicated Info Request Logging: Quickly log when providers request additional information, ensuring nothing is missed and preventing bottlenecks in the retrieval process.
Stop Chasing Paperwork. Start Growing Your Firm.
If inefficient Letter of Authority processing is capping your firm’s capacity, the LOA Platform is your strategic solution. It’s fast to deploy and guarantees immediate, measurable returns on adviser productivity.