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True Potential Adviser Services (CRM)
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About the provider
For UK financial advisers looking to maximise investment opportunities for clients, the True Potential Wealth Platform is structured for growth. With a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs. Built from the ground up using True Potential’s award-winning in-house technology, the Wealth Platform integrates our world-first impulseSave® top-up technology and revolutionary financial life planner, True Potential One®. Our Wealth Platform is engineered with the future in mind, delivering innovation, choice, control, and value. At the heart of our award-winning platform is our own in-house range of managed discretionary managed Portfolios, offering of ten risk-rated portfolios, complimented by thousands of different Equities, ETFs, Mutual Funds with both onshore and offshore Bonds along with our own nil cost Pension, General Investment Account and ISA and Junior ISA.
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Ture Potential LLP
Integrations
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
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No integrations available for Risk profiling and suitability