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 [...]
Financial Adviser
Aamina Zafar
Independent wrap Ascentric has integrated its platform with adviser support services provider True Potential.
The amalgamation provides True Potential users with a daily valuation feed of their client’s holdings that are available on the platform.
The tie-up means that True Potential users now have access to up-to-date portfolio valuation information alongside [...]
IFAOnline
Will Roberts
Ascentric has united with adviser support services group True Potential.
The link-up provides True Potential users with a daily valuation feed of client holdings on the platform.
They will also have access to to up-to-date portfolio valuation information, alongside existing client data when logging into their back office system.
“This is a great example of [...]
Citywire
By Alex Steger
Ascentric has announced the integration of its wrap platform with the adviser support service True Potential.
The integration provides True Potential users with a daily valuation feed of their Ascentric wrap client holdings, and means they can view up-to-date portfolio valuation information next to existing client data when they log on to [...]
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