We’re delighted to announce that our unique personal client sites, exclusive to clients of True Potential-powered financial advisers, are now faster and easier to use than ever before.
True Potential client sites are the perfect place to view your financial information in one convenient location. With 24/7 access from any internet-connected device, and a range of mobile and tablet apps, you can analyse your accounts from anywhere in the world.
With this upgrade, our client sites become even more valuable when managing your investments and personal finances.
What is a client site?
A True Potential client site is a secure online account that gives you full access to your personal financial information and investments.
Through your client site you can:
- View your portfolio
- Track your performance
- Analyse your investments
- Top-up your investments with impulseSave®
- Manage your finances
- Store and manage your account documents
- Securely contact your financial adviser
What has changed?
By building on what is already working well, our client sites are now:
- Faster, especially if you have multiple investments
- Simpler, with an updated design from True Potential’s usability experts
- Clearer to navigate, with goal progress indicators on the homepage
We’re also making it even simpler for you to use impulseSave® to top-up your investments, by placing new buttons on your homepage.
In addition to updating our client sites on the web, we will be upgrading our iPad, iPhone and Android apps later this year.
If you have any questions about the client sites or your access, please speak with your financial adviser.