‘ System Updates ’

True Potential offers legacy pension transfer aid

Posted on Thu 25 Aug 2011 | No Comments

Sam Macdonald Money Marketing True Potential is offering a transfer toolkit which aims to help advisers transfer legacy pension and investment assets into more suitable products that match clients’ updated risk profiles. The toolkit allows advisers to view legacy assets in pie chart or tabular format and analyse suitability based on clients’ attitudes to risk. It also…

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True Potential software enhanced for post-RDR

Posted on Thu 02 Jun 2011 | No Comments

Marc Shoffman Financial Adviser Positive Solutions has announced an upgrade to the True Potential software used by its advisers. Jim Reeve, chief executive of the Aegon-owned advisory firm, said that the tools would reduce the time that partners spend on administration by streamlining the sales process and by also providing a fully compliant audit trail. Mr Reeve…

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A True Wrap

Posted on Fri 18 Mar 2011 | No Comments

Money Marketing Ian McKenna Can a wrap platform replace the need for an adviser to have their own dedicated client management system? This has been one of the most hotly debated discussions in the platform market for many years. I have always been very much in the no camp. Each perform important distinct functions for the adviser…

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Android gets the V2 treatment

Posted on Thu 17 Mar 2011 | No Comments

Hi all I thought that you would all welcome the news that V2 of our mobile applications is now live and available for Google Android handsets. The V2 application offers a range of superior benefits including: – Live valuations of client portfolios – Performance history – Document library and innovative camera intergration to upload documents on the…

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True Potential expands its adviser quote engine

Posted on Wed 23 Feb 2011 | No Comments

Simoney Girard FinancialAdviser IFA technology provider True Potential has increased the number of products on its quote engine to give its advisers more choice. The latest additions are the Aegon flexible pension, Metlife protected growth bond and growth bond international and Bupa Individual Protection’s business protection and business protection decreasing term. Daniel Harrison, senior partner for True…

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