New Model Adviser
Alex Steger
Adviser software provider True Potential is in talks with six firms about acquiring their businesses and is set to further expand its operations with the opening of a London office.
It said it was offering its Guaranteed Business Exit Strategy (GBES) service to six firms that already use its adviser software.
True Potential [...]
Hi all
Following on from our development of V2 mobile applications, it gives me great pleasure to share the news that we have now developed our first iPad specific app for True Potential users and our their clients.
To download the app onto your iPad, simply go to the app store and type in ‘True Potential”. This [...]
True Potential recently received the following review from noted industry commentator Mark Loosmore from AT8. If you haven’t seen it already here it is below:
Professional Adviser
Mark Loosmore
AT8’s Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.
We use the term ‘practice management’ to describe [...]
IFA paper Professional Adviser has just written an interesting article about how the iPhone can be used in an IFA environment. Obviously we have been big fans of the iPhone and its potential useage for IFAs and their clients, as has been seen with our support for this with our apps, and this article makes [...]
It is with great pleasure that I can now share our plans for a London office with you all.
Based in 42-44 Grosvenor Gardens, the office is based in the central London Victoria area and will be available to use free of charge for all of our True Potential users.
As you can hopefully see from the [...]
FTAdviser.com
Samantha Downes
IFA services provider True Potential is to open an office in London’s Victoria this October.
The new office will provide a working location for any of True Potential’s staff as well as their IFA clients, which includes over 600 firms and more than 3,900 registered individiuals (RI).
The Newcastle-based firm, which recently launched [...]
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