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 [...]
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 [...]
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 [...]
IFAOnline
Scott Sinclair
True Potential managing partner David Harrison today met with FSA executives to discuss ways to speed up the application process for firms seeking direct authorisation.
The support services provider, which is handling the application process on behalf of new members, says the average authorisation time is approaching six months.
Among Harrison’s suggestions [...]
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 [...]
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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