Solutions
LOA Orchestration & Reconciliation
Letters of Authority drafted, signed, sent, chased, and reconciled. Pension and platform data lands clean on the client record.
- Provider-aware templates
- Managed follow-ups
- Evidence-linked
- Audit-ready
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Generation, routing, and chasing are all manual
Each provider needs its own template, populated with the right details and routed to the right address. The work scales linearly with the number of providers per client, with no firm-wide consistency.
Provider responses sit unread in operations inboxes
A 47-page response pack lands as a PDF attachment and waits until someone opens, reads, and routes it. The transfer pauses for as long as the inbox stays unattended.
Response packs need hours of keying per provider
Balances, fees, contributions, and underlying holdings are buried across dozens of pages of provider-specific formatting. Extracting them by hand is slow, error-prone, and gets re-done at every checkpoint.
One missed step delays a transfer by a month
Without a single owner of the LOA lifecycle, gaps appear silently — a reminder not sent, a response not filed, a discrepancy not flagged — and only surface when the next stage cannot start.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Draft the LOAs against each provider's template
Provider-specific templates are populated with the client's verified identity, address, and account references from the fact find. One LOA per provider, ready for signature.
Letters of Authority · drafted
Provider-aware templatesLOA · Aviva
M. Williams · Policy A-4421-887 · NI verified
LOA · Standard Life
M. Williams · Policy SL-118-0942 · NI verified
LOA · Vanguard
M. Williams · Policy VG-3306-22 · NI verified
Results
Measurable business outcomes
The process before and after Synthex, side by side.
LOA generation time
With Synthex
Before
30–60 minutes per client
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Provider chasing
With Synthex
Before
Manual, ad hoc
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Response-pack data entry
With Synthex
Before
1–2 hours per provider response
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Time from signed LOA to reconciled record
With Synthex
Before
3–6 weeks
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Audit trail
With Synthex
Before
Email and spreadsheet trail
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LOA generation time
30–60 minutes per client
Under 5 minutes
Provider chasing
Manual, ad hoc
Reminder · D7 · escalation · D14 · ops · D21
Response-pack data entry
1–2 hours per provider response
Parsed and reconciled in minutes
Time from signed LOA to reconciled record
3–6 weeks
1–2 weeks
Audit trail
Email and spreadsheet trail
Full chain from request to reconciliation
FAQ
Common questions
The questions buyers ask before they book a demo.
Can Synthex chase Letters of Authority automatically?
Yes. Synthex drafts the LOA, routes it for signature, sends it to providers, chases the responses, and reconciles the replies onto the client record, so operations oversee the process instead of running every email by hand.
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Learn moreSee LOA Orchestration & Reconciliation in your firm
We'll tailor the walkthrough to how your firm actually runs.