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True Potential is putting advisers and investors first with the launch of V6, our single integrated platform.
We have built V6 platform from the ground up to offer financial advisers class-leading client servicing tools – allowing them to service more clients, more effectively, than ever before.
The rollout to 800-plus True Potential Adviser Services firms, representing 22 per cent of UK IFAs handling £78bn worth of investment, has now started and is scheduled for completion by the end of May.
V6 is a single integrated platform that brings together the three core elements of True Potential – the back-office system, the Wealth Platform, and client servicing tools, such as our unique client websites. Everything an adviser needs to build and manage their clients financial plans can be accessed quickly, easily and from anywhere in the world, from one single online location. Put simply, V6 delivers added value to advisers and their clients.
The financial services sector is currently experiencing change like never before, so it is essential that the advisers are armed with the most powerful, most user-friendly tools available to them. We believe V6 falls into that category.
Ian McKenna, from the Finance and Technology Research Centre, has said: “I have yet to see anything on the market that can match up to True Potential’s version five, so V6 is by definition streets ahead of the competition. Having spent much of the last six months travelling around the world looking at leading edge financial advice technology, True Potential is the only system I have been shown in the UK that is on par with the best in the world – the gauntlet has been thrown down and it is up to the rest to catch up.
“In two years’ time, if you don’t have a mobile proposition for your business, you don’t have a proposition at all. It is essential for IFAs to embrace connected, mobile, multi-screen solutions such as True Potential’s offering.”