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 [...]
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 [...]
Money Marketing
Ian McKenna
Two weeks ago, I looked at the fundamental changes being driven by the emergence of consumer-focused technology on the wider world and the potential impact for our industry. It is only natural to follow that assessment with a look at the forthcoming offering from the IFA software provider that [...]
Money Marketing
Natalie Holt
True Potential is to launch new versions of its iPhone and iPad applications next month.
The new applications include real time client valuations and secure access to any data that has been stored online, including historic investment performance, fund choices, emails, and financial services products.
Users can [...]
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