Clearing the bottlenecks
Our LOA support takes provider chasing off your to-do list. Cases move forward faster when nothing slips through the cracks. Don’t let Letters of Authority keep you on pause.
Letter of Authority Support
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This eats your time
For financial advisers, Letters of Authority often take far more time than they should. Providers all work differently, responses can be slow, and a single missing detail can mean starting again.
Without dedicated LOA support, advisers and admin teams end up stuck chasing updates and managing uncertainty instead of moving cases forward. Clear, consistent Letter of Authority support keeps providers moving and helps cases progress without the constant back and forth.
Don’t let a Letter of Authority distract you from client time.
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We work with IFAs and advisers from all networks, providing LOA support that fits the way each firm operates.
Handle LOAs at scale
Our team steps in to manage the Letter of Authority work that slows everything down, handling the details, the follow-ups, and the volume so advisers can keep cases moving without the constant admin drag.
Advisers and firms rely on this service when they want smoother case progression and less time lost to provider admin.
LOAs made simple
Letters of authority only slow cases down when they are left to drift. By owning both the chasing and the checking, our LOA support removes uncertainty, keeps providers accountable, and prevents small issues from turning into long delays.
Advisers get cleaner information, fewer follow-ups, and cases that progress without constant intervention.
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Need to know more
Our team takes on the chasing and follow-ups, so cases progress without providers slowing things down.
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Back office support for financial advisers, firms and networks
