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True Potential Investment Platform

Willingness to recommend

4.89/5

Integrations

4.75/5

Value for money

4.69/5

Service

4.87/5
Based on 719 reviews

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About the provider

True Potential Investments Platform is a fully integrated system allowing for fully digital, streamline processes. It is used by True Potential Wealth Management Partners and Directly Authorised firms looking for a digital platform to revolutionise the way they work. The platform offers thousands of different Equities, ETFs, Mutual Funds and both onshore and offshore Bonds along with their own nil cost Pension, General Investment Account and ISA. This offering supports the ability to produce bespoke plans whilst also additionally supporting 10 discretionary model portfolios.

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Ownership:

Privately owned with an investment from PE Firm Cinven

AUM:

£20.7 bn as at 31 December 2021

Partnerships:

Proprietary

NextWealth analysis

True Potential get top billing from their users – rated as the top platform in all categories we measure. The firm gets an overall score of 4.8 out of 5, an excellent score by any measure. The firm’s offering is different from other platforms, as advisers tend to be part of the True Potential group (True Potential Wealth Management and True Potential Adviser Services) and use the full suite of technology and products. This means better integrations and a different service proposition.

The firm received an injection of capital from PE Firm Cinven. This has fuelled further recruitment of advisers into their restricted Wealth Management firm. True Potential was again recognised this year as a NextWealth Digital Process Champion.

Financial advisers praise the platform for being easy to use and often add that clients like the tech too:.

“Good functionality. Not the cheapest but great tech.” “Very easy to use remotely.”

“End to end digital adoption of all processes.” “Reliable and very easy to use.”

“This is the all singing all dancing platform.”

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Integrations

Based on 719 reviews
4.75/5

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Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Client Portal
Other
Research
Risk profiling and suitability

True Potential Adviser Services (CRM)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

True Potential

Morningstar

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
Just works.
Anonymous October 2023

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Willingness to recommend
Integrations
Value for money
Service
Transitioned my clients to it
Anonymous October 2023
Willingness to recommend
Integrations
Value for money
Service
Experience
Anonymous October 2023

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