We believe that the main factors preventing people from investing are a lack of simple, transparent solutions and the technology to make managing their finances easier.
Our client sites are designed with this in mind, providing an effective way for your clients to track, manage and visualise their financial goals and investments online 24/7.
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 an up-to-date valuation of your portfolio
- Track your investment performance
- Top up investments from £1 with impulseSave®
- Link up bank accounts for a complete financial picture
- Store, view and share important documents securely
- Contact your adviser directly by secure message
- Personalise investments by goal, attitude to risk and asset allocation
Following the recent update to our client sites on the web, we will soon be upgrading our iPhone, iPad and Android apps with the same simplistic design and impulseSave® features, making it even easier for you to manage your investments whenever and wherever you are.