Holistic View of All Client Information
All client information, personal documents and policy details are stored on our Platform along with your fact find, research and analysis files. There are no storage limits and you can view this information whenever and wherever you need to.
A Mobile Way of Working
Our web-based Platform and mobile applications allow you to manage client accounts without having to be in the office. You can do business from anywhere in the world from a PC, Mac, laptop, tablet or mobile device.
With our multi-platform technology, you can expect:
- Class-leading usability
- Responsive design that works on any size screen and device
- Everything you need is just a click away
Seamless Data Links
Client information flows through our Platform without the need to re-key. Everything you do throughout the advice process is recorded, including evidence of client fact find, portfolio analysis and strategic recommendations.
Book a Live Demonstration 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.
Request a Live Demo
Financial advisers can request a live demonstration of our award-winning technology and unique proposition by filling the form below. See for yourself how the True Potential difference can help build 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.