Platform.

image here
Seamless data links
Client information flows throughout your system without the need to rekey.

True Potential captures everything you do with your client and records this throughout the advice process. Evidence of research, client applications and fund strategies selected are all generated with relevant information on-system and automatically.

Seamless data links
Client information flows throughout your system without the need to rekey.
image here
Integrated planning tools
Research methods that work with your client data and allow you to set intelligent outputs.

Use planning tools to set client objectives at individual product level dependent on attitude to risk, investment goals and term. Use portfolio construction tools to develop the best client strategies.

Integrated planning tools
Research methods that work with your client data and allow you to set intelligent outputs.
image here
Intuitive to use
User-friendly interfaces means you can work in a simple manner.

Fusing market-leading technology with a straightforward advice process means that you can quickly research and design the most comprehensive strategies for your clients.

Intuitive to use
User-friendly interfaces means you can work in a simple manner.
image here
Compliance report generation
Produce reports that record what you have done and why.

Integrated compliance tools create a full business submission file automatically, including all mandatory documents and Suitability Letters, for you to edit, review and then file.

Compliance report generation
Produce reports that record what you have done and why.
image here
Client servicing tools
Service your clients and provide them with the best level of information.

Your clients can view all policy documentation online, along with live valuations, performance history and a secure way of communicating with you. Available on a range of devices including web, iPhone, Google Android and iPad.

Client servicing tools
Service your clients and provide them with the best level of information.