Our system reflects True Potential’s goals-based approach and allows you to create investment plans that are truly personal and realistic for your clients. You can take into account their personal goals, timeframes to achieve these goals and the level of risk they are willing to take.
Wide Range of Investments
With exclusive access to our award-winning Wealth Platform, you’ll find a wide range of investment options to meet your clients’ needs.
You can also choose to construct a bespoke plan from the thousands of Mutual Funds, Bonds (Onshore and Offshore), Exchange Traded Funds and Equities we have available.
Secure Client Site
Through the True Potential Wealth Platform, you can empower clients to become more engage with you and the plans you’ve made. Clients get a complete view of their investments on their own client site.
Through their personal client sites, clients can track their investments against their goals and view portfolio valuations 24/7. They can link-up bank accounts and existing policies to get a better picture of their finances.
Clients can access their client sites online or via our range of mobile and tablet apps and top up their investments using impulseSave®. Plus, clients can reach you directly through the Secure Messaging system within their site.Read Our Client Site Guide
Your clients can top up their existing investments at the touch of a button with our world-first impulseSave® feature. With impulseSave®, your clients can top-up their Stocks & Shares ISA, TPI Pension or General Investment Account with as little as £1, whenever and wherever they want.
impulseSave® breaks down barriers to investing, encouraging your clients to engage with their goals. Your clients can top-up with small amounts when they don’t feel they need additional advice. It’s a great way to grow your revenue stream without any hassle.Download impulseSave® Brochure
Perfect Sales Process to Help You Attract and Retain Clients
Our Perfect Sales Process is designed to allow you to:
- Focus attention on the unique aspects of your proposition
- Lead with a service that your clients value
- Create a new way to communicate between client and adviser
- Convert prospects to clients
- Retain existing clients
All of which, result in increased revenue for you and your business.
Book a Live Demo of the System Today
We’re leaders, not followers, and we’re looking to work with like-minded directed regulated advisory firms. We find great synergy in working with firms who share our belief of delivering superior value and choice to clients through the correct fusion of advice and technology.
Take our system for a test drive. Sign up for a live demonstration and we’ll be in touch to show you how we can help grow your business.
Your capital is at risk. Investments can fluctuate in value and you may not get back the amount you invest. Past performance is not a guide to future performance. Tax rules can change at any time.
True Potential Adviser Services LLP is registered in England and Wales as a Limited Liability Partnership No. OC326607.